How to flag stalled leads before they go cold

The Pipeline Crew lists leads and deals with no recent movement, says why each one looks stuck, and suggests the next step. You choose which to chase.

Pipeline Crew

When you need this

Deals sit in the same stage for weeks and nobody notices until the quarter is nearly over.

How the crew does it

  1. Scan stage age and last activity

    Pipeline Crew

    Atlas checks how long each open lead or deal has sat in its stage and when anyone last touched it.

  2. Build the stalled-lead list

    Pipeline Crew

    Leads with no movement are listed with their owner, stage, last activity and what appears to be missing.

  3. Suggest a next step for each

    Pipeline Crew

    Each entry gets a recommendation: a follow-up to draft, an owner to reassign, or a record to close out.

  4. Pick which leads to work

    You

    You decide which stalled leads get a follow-up, a new owner, or a closed-lost status.

  5. Draft the follow-ups you picked

    Pipeline Crew

    For the leads you chose, the crew drafts follow-up messages and hands them to the Outreach Crew for review before send.

What waits for you

Which stalled leads get worked, any ownership change, and every follow-up message before it is sent.

Connect

CRM, salesforce, Spreadsheet or CSV

Measured by

Stalled leads resolved: advanced, reassigned or closed out, week over week.

Limits

Stall detection needs stage and activity dates in the CRM. The crew does not change a record or send a message by itself.