Goal / Problem Statement: Automatically moving a lead to the “Attempting” stage is triggered when a user completes outreach via sending an email, LinkedIn message, making a call, but not for scheduling a meeting.
In the actual Lead Pipeline settings, scheduling a meeting is not mentioned or available as an automated trigger/option.
Proposed Solution:
- Feature Request: Add “Scheduling a meeting” as an official trigger/action for automatic lead stage movements (e.g., moving leads to “Attempting” when a meeting is scheduled).
Value: This will help sales teams seamlessly track leads when meetings are scheduled without requiring manual stage updates.