Business owner: keep deals assigned after contact responses

Business owners miss follow-ups when contact responses arrive untracked, causing deals to stall and forecasts to blur. This updates deal stage and assigns the right rep so reps prioritize follow-up.

Overview

Missed contact responses let deals cool and make forecasts unreliable—business owners need clear ownership immediately. This workflow moves the right deal to the correct stage and assigns an owner, so reps prioritize follow-up and response times drop dramatically.

Notable Features

Update deal stage on response
Assign the right sales owner
Flag high-priority responses for reps