Business owners: Move upsell deals into VIP support stage
Business owners: Move upsell deals into VIP support stage
Business owners risk VIP bookings being missed when form submissions sit unseen, frustrating premium customers. Move upsell deals into VIP Support on form submit so premium requests get priority.
Overview
VIP booking requests left unseen frustrate premium customers and stall revenue opportunities. This workflow moves the customer's upsell into the VIP Support stage and notifies sales and support, ensuring premium requests are prioritized. The result: clearer handoffs, zero missed VIP follow-ups, and faster coordination between sales and support.
Notable Features
- Move deals on form submission
- Add VIP tag to customer record
- Notify sales and support channels