IT: advance deal when 'Offre photo' task completes
IT: advance deal when 'Offre photo' task completes
IT admins see deals stay in old stages when 'Offre photo' finishes, causing reps to miss follow-up. It advances the deal to 'Offer sent' so reps act quickly.
Overview
Deals stall when task completions don't update CRM stages, letting opportunities languish and reps lose momentum. This workflow pushes 'Offre photo' completions to the 'Offer sent' stage, keeping pipeline accuracy high so reps prioritize outreach and avoid missed follow-ups.
Notable Features
- Advance deals when task completes
- Check deal stage before updating
- Notify assigned rep of change