Keep business owners alerted to exception and closing deals

Business owners in client relations miss deal-stage changes on tax opportunities. Alerts go to account owners for exception or ready-to-close stages, so notes are reviewed and actions prioritized.

Overview

Missed deal-stage alerts on time-sensitive tax opportunities lead to delayed reviews and missed follow-ups. This workflow routes stage changes straight to account owners and creates follow-up tasks, eliminating missed actions and helping response times drop dramatically.

Notable Features

Send channel alerts to owners
Lookup account owner from CRM
Create follow-up task in system