Your Close stale-lead sweep, done before Monday standup

The Monday stale-lead sweep

One sentence starts it: everything in Potential with no activity since the first of the month, tell me which are worth another touch. The companion runs the search, pulls the activity history per lead, and reads what actually happened.

Three piles come back: revive, with a drafted email attached; park, with a status change proposed; drop, with a reason. You make decisions instead of gathering the material to make them.

Why does a guessed status id matter in Close?

Close identifies statuses and pipelines by id, not by the label you see.

An agent that assumes the id for “Qualified” writes a magic string into your CRM and the record moves somewhere plausible-looking, which nobody notices for a month.

So the integration lists your lead and opportunity statuses, and your pipelines with their ordered statuses, before any write that names one. That is what lets you leave the sweep running on a schedule.

From the call to the record, in the same minute

After a call, a companion posts the note on the lead, updates the opportunity’s value and status to what you agreed, creates the follow-up task with a real due date, and drafts the recap email for you to send.

If the person you spoke to sits under a different lead than you thought, the workspace-wide contact search finds them by email or phone instead of making you guess.

• Tasks marked complete when the thing they described actually happened, rather than accumulating as noise.
• Notes posted where the rest of the team will read them, since they are visible in the Close UI.
• Deletions treated as dangerous: removing a lead cascades to its contacts, opportunities, activities and tasks, so it never happens on an inference.

How do you know a lead is still worth chasing?

That answer is not in the CRM.

It is on their site, in their job listings, in last week’s funding announcement. A companion reads those across sixty leads, brings the evidence back into the note, and does the CRM work in the same pass.

The note that comes back has the outside evidence in it, and it lands where your team will read it. Close’s own AI, as of this writing, reads what happened inside your workspace: every call recording, every email, every status change. Together that is the pattern behind sales prospecting, scheduled with the rest of your operations.

Frequently asked questions