For business owners: move deals to appointment needed
For business owners: move deals to appointment needed
Business owners see payment-success messages in chat, leaving deals stuck and risking missed appointments. Updates mark deposit paid and move deals to Appointment Needed so reps can schedule follow-up.
Overview
Missed deposit reports leave pipeline inaccurate and appointments slipping, threatening close momentum for sales reps. Keep deal stages and deposit status accurate so reps schedule follow-up faster and response times drop dramatically.
Notable Features
- Move deals to appointment stage
- Mark deposit paid on deal
- Notify assigned sales rep