Keep business owners' deal delivery dates accurate in CRM

Business owners see deals hit Vendido or Pasaje de Obra and miss delivery dates, causing client confusion. It sets the deal ticket date on stage change so sales reps send delivery timelines.

Overview

Missed delivery dates stall client communication and create planning headaches for business owners overseeing sales pipelines. This workflow updates the CRM ticket date when a deal reaches Vendido or Pasaje de Obra, so sales reps share accurate delivery timelines and reduce manual updates.

Notable Features

Set deal ticket date on change
Notify sales reps of updates
Prevent manual date entry errors