Help IT advance awaiting report deals to survey instructions

IT admins see deals in the awaiting report filter stuck in wrong stages, causing missed sales follow-ups. It moves those deals into the awaiting report stage so sales reps see status and follow up.

Overview

Deals stuck in the wrong stage cause missed follow-ups and unreliable pipeline visibility. This workflow advances awaiting-report deals into the survey-instructions stage so sales reps always see accurate status and follow up reliably. IT can eliminate manual fixes and keep pipeline hygiene intact so sales can act confidently.

Notable Features

Advance deals meeting filter criteria
Update pipeline stage without manual edits
Notify sales reps of changes