For sales ops: keep reps focused by flagging stale quotes

Sales ops miss aging quotes when dates change, letting reps overlook deals. This recalculates quote age and flags those older than 30 days 'Past Due', so sales reps prioritize follow-ups.

Overview

Outdated quote dates let valuable opportunities fall through the cracks and distort forecasts. This workflow recalculates quote age and flags past-due records, turning hidden quotes into visible priorities so reps respond faster and forecast accuracy improves.

Notable Features

Calculate quote age automatically
Flag quotes older than 30 days
Send prioritized alerts to reps