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For supermarkets: Record deal handoffs when pitch completes

For supermarkets: Record deal handoffs when pitch completes

Sales reps in supermarkets lose handoffs when stages change without timestamps, risking missed promotions. Stage-triggered updates add handoff dates so reps coordinate follow up and keep an audit trail.

For supermarkets: Record deal handoffs when pitch completes

Overview

Sales reps at supermarkets miss promotions when handoffs aren't recorded, creating downstream reporting headaches. This workflow stamps a handoff date the moment a deal moves to Pitch Realizado, eliminating missed follow-ups and producing an auditable pipeline for cleaner reporting.

Notable Features

  • Stamp handoff date on deal
  • Trigger on stage change
  • Avoid overwriting existing timestamps

For supermarkets: Record deal handoffs when pitch completes