For sales ops: notify deal owners when quotes await feedback

Sales ops miss stage-change alerts, causing delayed pre-sales feedback and inaccurate quotes. Send a survey to the deal owner when stage flips, so pre-sales get timely feedback to improve proposals.

Overview

Delayed stage-change feedback lets quotations stay inaccurate and deals stall. This workflow prompts the deal owner with a short survey when a deal reaches waiting to be sent, ensuring faster feedback, zero missed follow-ups, and clearer handoffs between sales and pre-sales.

Notable Features

Send survey when stage changes
Include deal details in survey
Log responses back to CRM