Keep project managers on top of post-sale follow-ups

Project managers lose track when opportunities move to Watch sold or Watch Live, causing post-sale actions to slip. Set a consistent follow-up date on stage change so reps re-engage.

Overview

Opportunities that land in watch stages often lose scheduled next touches, risking missed deliverables and messy handoffs. This workflow sets a consistent follow-up date when stage changes so sales reps and project managers get predictable next steps, preventing missed follow-ups and improving response times.

Notable Features

Set follow-up dates after stage change
Notify the assigned sales rep
Create post-sale handoff task