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For IT: Enroll Waiting on Docs deals into nurture pipeline

For IT: Enroll Waiting on Docs deals into nurture pipeline

IT teams lose prospects when deals stay in 'Waiting on Docs', leaving marketing without enrolled contacts. Keep prospects enrolled in the nurture pipeline so marketing can start coordinated drips.

For IT: Enroll Waiting on Docs deals into nurture pipeline

Overview

Deals stuck in 'Waiting on Docs' let qualified prospects slip out of marketing's reach. This workflow guarantees every qualifying deal is enrolled in the nurture pipeline so marketing and sales begin coordinated drip campaigns and zero follow-ups are missed.

Notable Features

  • Enroll deals on stage change
  • Create or update prospect records
  • Notify marketing and sales instantly

For IT: Enroll Waiting on Docs deals into nurture pipeline