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Advance aged opportunities to the next pipeline stage

Your opportunity records stuck in a short-term stage delay follow-up and hide aging prospects from customer support. This updates stage status so reps and ops see accurate aging and can act same day.

Advance aged opportunities to the next pipeline stage

Overview

Stale short-term opportunities obscure who needs outreach and when, delaying customer support and account touchpoints. This flow advances aged deals into the next stage so reps and support see true pipeline aging and can act the same day.

Advance aged opportunities to the next pipeline stage