For business owners: mark priority opportunities fast

Business owners miss priority prospects when contact tags change unseen, causing stalled pipelines and lost deal momentum. It marks the opportunity 'Right Now' and timestamps it so reps follow up faster.

Overview

Missed tag changes let priority prospects slip and pipelines stall. This workflow updates opportunity stage and timestamps when a contact tag changes, so reps see 'Right Now' leads and follow up faster, reducing missed follow-ups and keeping pipeline data accurate.

Notable Features

Mark opportunity as 'Right Now'
Add priority timestamp to opportunity
Notify sales reps of priority leads