Keep D2C deal pipelines accurate for data scientists
Keep D2C deal pipelines accurate for data scientists
Data scientists see D2C deals tagged TIMEOUT stay in active stages, skewing pipeline analysis. It moves TIMEOUT D2C deals to the Lost pipeline so sales managers see an accurate funnel.
Overview
Stale D2C deals flagged TIMEOUT distort pipeline health and cause reps to pursue non-viable opportunities. This workflow reclassifies those deals into the Lost pipeline and corrects deal stage, restoring accurate funnel visibility so sales managers can prioritize deals that matter.
Notable Features
- Move TIMEOUT D2C deals to Lost
- Update deal stage to lost
- Notify sales managers of changes