Help business owners flag deals needing supporting documents

Business owners lose deals when stage changes are missed, causing document gaps. Flag opportunities moved to Supporting Docs so sales reps see follow-up needs and act quickly.

Overview

Business owners risk stalled deals when document collection falls behind. Turning a stage change into a visible flag and task keeps reps focused on follow-up, preventing missed commitments and lost momentum.

Notable Features

Flag opportunities when stage changes
Create follow-up task for rep
Notify assigned sales rep promptly