Keep opportunities marked in follow up for sales reps

Sales reps miss outreach when follow-up sequences begin outside the CRM, causing duplicate touches. Mark opportunities In Follow Up so reps prioritize active prospects and avoid duplicate outreach.

Overview

Missed follow-ups hand opportunities to competitors and stall pipeline momentum. This workflow keeps opportunity statuses current when external sequences begin, ensuring sales reps prioritize active prospects and avoid duplicate outreach. The result is cleaner handoffs, faster follow-through, and fewer missed touches.

Notable Features

Set opportunity status to in follow up
Notify assigned reps on sequence start
Add activity note to opportunity