Keep business owners informed when reps view agreements

Business owners miss follow-ups when rep agreement views go unlogged, causing deals to stall. This workflow updates the deal and logs a timestamped activity so reps see accurate status and follow up.

Overview

Unlogged agreement views let deals slip and distort pipeline accuracy. This workflow updates CRM records and creates timestamped activities so reps have clear, auditable status and can follow up faster. Sales leaders get cleaner pipeline visibility and fewer missed touches.

Notable Features

Update deal status on view
Create timestamped activity record
Notify assigned rep on view