Engineers keep sales pipeline stages accurate and prioritized

Sales reps see leads stuck in 'Nouveau Lead', creating outreach delays and stale pipelines. Engineering triggers move those deals to 'Tentative de contact', so reps can prioritize outreach and keep pipeline accuracy.

Overview

Leads left in the wrong stage cause missed outreach and inaccurate forecasts. This flow ensures qualifying deals are re-staged to 'Tentative de contact' so reps act on high-priority leads and pipeline integrity is maintained. Engineers can deploy it quickly and verify changes with a logging step for auditability.

Notable Features

Move deals when criteria match
Notify reps about restaged deals
Keep CRM stage fields accurate