What happens to leads that sit in Lead Received for 45 days without being moved?

The clock starts the moment a lead lands in the Lead Received stage. Every automated text and email in the nurture sequence counts as a touch, but the clock only stops if the lead actually moves to a different stage — Hot Lead, Consult Booked, or Procedure Booked.

RootLogic sends a scheduled sequence of texts and emails throughout the 45-day window — typically an immediate welcome text, a follow-up email within the first day, and periodic re-engagement messages spaced out over the following weeks. The exact timing is set up by Vitality when your account is configured.

At the end of the 45-day window, a final "last chance" message goes out automatically. This is the system's last attempt to get a response before pipeline cleanup fires. If the lead replies or books at this point, move them to the correct stage immediately.

After the final message fires and there is still no movement, RootLogic's automation removes the opportunity card from the pipeline automatically. The contact record is not deleted — their information stays in the Contacts tab. Only the pipeline card is cleaned out.