Data science: move publication deals to 1st-priority admin

Data scientists see publication deals buried in the CRM, causing sales reps to miss priority publication opportunities and backlog growth. This routes them to first-priority and assigns a sales admin so reps act.

Data science: move publication deals to 1st-priority admin

Overview

Publication deals slipping in the CRM cost pipeline momentum and let competitors respond first. This workflow guarantees those deals are promoted to first-priority and handed to a sales admin, ensuring reps notice and act so high-priority publication opportunities no longer go unnoticed.

Notable Features

  • Move matching deals to first priority
  • Assign publication deals to sales admin
  • Notify sales reps of reassignment

Data science: move publication deals to 1st-priority admin