CEO playbook: Ensure demo leads get instant alerts

CEOs see demo-stage prospects sit unread in the CRM, letting high-value leads go cold and deals stall. Send instant alerts to assigned sales reps so outreach is prioritized and response happens fast.

Overview

Leads in the demo stage are high-value — leaving them unread lets opportunities cool and forecasts slip. This workflow turns every demo-stage entry into an immediate, context-rich alert to the right rep, eliminating missed follow-ups and helping reps prioritize outreach. Managers gain a clear notification trail so demo handoffs are visible and accountable.

Notable Features

Notify sales reps with context
Attach lead activity and source
Create prioritized follow-up tasks