Keep project managers focused on prioritized sales deals

Project managers lose track of deal priorities, causing resource misallocation. This flow updates deal scores when filters match, so reps and project managers focus on high-priority opportunities.

Overview

Project managers lose momentum when deal priorities shift and manual updates create resource bottlenecks. Keep deal qualification fields current so reps act on the right opportunities and project managers allocate resources proactively. The result is faster handoffs and fewer missed milestones.

Notable Features

Update qualification fields on match
Notify assigned reps of changes
Create internal note for audit