Keep business owners' sales pipeline moving forward today

Business owners see deals stall when stage flips to text/email outreach, causing reps to miss prioritized call opportunities. It advances deals after a configured wait so reps see the correct next step.

Overview

Deals slip when next steps aren't surfaced, and business owners risk pipeline slippage and missed opportunities. This workflow advances deals after a configurable wait and notifies the assigned rep, ensuring prioritized next-steps and fewer stalled deals.

Notable Features

Advance deal stage after delay
Notify sales reps of changes
Prioritize next-step visibility