Help sales ops triage deals idle 14+ days

Sales ops sees deals idle 14+ days leading to stalled pipeline and bad forecasts. It flags those deals, creates an urgent task for the relationship manager, and emails the rep to prompt re-engagement.

Overview

Stalled opportunities undermine pipeline accuracy and put quota attainment at risk. This workflow surfaces deals idle 14+ days, moves them to a No Activity stage, creates urgent follow-up tasks for relationship managers, and emails assignees—so reps re-engage quickly and missed follow-ups drop dramatically.

Notable Features

Flag deals into No Activity stage
Create urgent follow-up task for manager
Email assigned relationship manager and rep