Business owners: ensure deals show to the right sales teams

Sales managers miss deals when pipeline-matching records stay private, causing handoff gaps. Update deal visibility when filter criteria match so reps and managers act without manual changes.

Overview

Missed deal visibility undermines pipeline accuracy and lets competitors respond first. Keep deals visible to the right reps when they match your pipeline filters so managers and reps coordinate faster, reducing missed handoffs and protecting forecast integrity.

Notable Features

Make matching deals visible
Assign visibility to owning reps
Notify managers of visibility changes