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IT: Ensure sales reps see prioritized deals each morning

Sales reps and deal owners see stale priority scores, risking overlooked high-potential deals. Nightly scoring applies and logs priorities so reps focus outreach on top deals.

IT: Ensure sales reps see prioritized deals each morning

Overview

Stale priority scores let high-value deals slip and distort pipeline accuracy. This nightly scoring and logging workflow ensures deals are reprioritized and owners alerted so sales reps act on top opportunities — delivering faster first touches and zero missed follow-ups.

Notable Features

  • Apply priority ratings nightly
  • Log rating changes in CRM
  • Notify deal owners of upgrades

IT: Ensure sales reps see prioritized deals each morning