Recycling Leads After Initial Blueprint is completed
Hello,
I need help implementing a process for recycling leads after a set # days.
In our current setup, we use a "New Lead" blueprint for sales seps to follow up and work leads that enter our CRM in a consistent manner.
Once they reach the end of the cycle and are not converted, we typically let them hibernate for 90-180 days before reassigning a new rep to work those leads.
For this next "cycle" we created a "Recycled Leads" blueprint which follows similar stages//transitions as new leads, just designed for ones that have been recycled.
I've run into an issue to where I cannot place leads into the Recycled Blueprint, because they are stuck in the final stage of the "new lead" blue print and therefor the lead status cannot be updated once a record has entered a blueprint.
Please help me find a solution to this.
Thanks,
Antoine W.