Disqualify Unresponsive Leads

Moves leads to Disqualified status with "No Reply" reason when they have been in Attempting stage with no engagement for over 14 days.

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Trigger enrollment for leads
When this happens
Group 1
V2 date entered attempting stage id 745667965 is before
Pipeline stage is any of Attempting
Last engagement timestamp is before
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1. Edit record

Set Pipeline stage to Unqualified

Click to see configuration
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2. Edit record

Set Disqualification reason to No Reply

Click to see configuration
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End

Description

Updates lead stage to Disqualified and sets disqualification reason to No Reply for leads in Attempting stage with no engagement for over 14 days.

Categories

LeadsData Cleanup

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