Keep business owners informed when merchants change status

Business owners lose merchants marked 'In Biz Under 10k' to system gaps, causing missed follow-ups and bad pipeline data. That makes reps start follow-up quickly and reporting accurate.

Overview

Missed merchant handoffs make your pipeline and reports unreliable, risking lost opportunities and slow operational response. This workflow ensures every 'In Biz Under 10k' status is pushed to sales and ops systems, eliminating gaps and enabling reps to act quickly. Managers get accurate pipeline visibility and far fewer missed touchpoints.

Notable Features

Notify sales reps on status change
Update downstream CRMs and sheets
Log every change for audit