When sales reps receive new Leads, a single reminder often isn’t enough to ensure timely follow-up. Using multiple Hold Until nodes in LeanData, you can create an escalating accountability system that sends reminders after 1 day, notifies managers after 3 days, and reassigns records after 5 days of inactivity. This approach drives consistent follow-up while maintaining appropriate response windows for your team.

LeanData Tips and Tricks videos are short videos to walk you through how to set up specific use cases. These are great to learn new ways to leverage LeanData that you might not have thought of! Explore more Tips and Tricks videos in the Resource Center for more ideas.

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