Keep deal assignments accurate and timely for project managers

Project managers miss qualifying deals when pipeline or origin changes hide assignments. It adds those deals to the assignment sheet so SDRs get consistent records and can start outreach.

Overview

Missed or misrouted deals create stalled pipelines and missed outreach. This workflow captures qualifying deals based on pipeline and origin and writes them to the SDR/IBH/Alliances assignment sheet, eliminating manual handoffs and giving SDRs consistent records so outreach begins promptly. Customers report faster handoffs and fewer missed assignments.

Notable Features

Add qualifying deals to sheet
Filter deals by pipeline or origin
Notify SDRs and ops on creation