Business owners: keep VIP deals prioritized in pipeline
Business owners: keep VIP deals prioritized in pipeline
Business owners watch VIP booking forms leave deals unchanged, causing VIP customers to be overlooked. Route VIP submissions into the goodwill pipeline so sales reps prioritize follow-up and prevent missed touchpoints.
Overview
Missed VIP booking updates let high-value customers slip through the cracks. This flow moves VIP submissions into the goodwill pipeline and notifies reps, ensuring VIP deals are visible and prioritized while reducing missed follow-ups and creating clear audit notes.
Notable Features
- Move deals into VIP stage
- Notify assigned sales rep
- Flag contact as VIP priority