IT: Update sales deal duration fields on change
IT: Update sales deal duration fields on change
IT admins see deal updates missing duration values, letting aging opportunities go unnoticed. It recalculates months elapsed on update and updates the deal so aging opportunities are easy to spot.
Overview
Stale deal durations make sales reps chase low-priority opportunities and leave managers with an unreliable pipeline view. This workflow recalculates and persists months elapsed on every deal update, enabling reps to prioritize aging opportunities and giving leadership a dependable signal for forecasting.
Notable Features
- Recalculate months elapsed on update
- Write duration to deal record
- Flag aging opportunities for review