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Create timed follow-up activities and assign to deal owners

Create timed follow-up activities and assign to deal owners

Your post-demo deals lack scheduled next touches, so follow-ups are missed and pipeline momentum stalls. Assign a timed follow-up to the deal owner seven days later so outreach resumes on schedule.

Create timed follow-up activities and assign to deal owners

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Overview

When deals enter the post-demo stage, it's easy for the next touch to fall through the cracks and slow close velocity. This flow schedules a second-touch email for the deal owner seven days after the stage change, ensuring outreach resumes on schedule and reps keep pipeline momentum.

Create timed follow-up activities and assign to deal owners