Keep sales managers informed when deals enter due diligence

Sales managers miss handoffs when deals enter due diligence, causing approval bottlenecks. Internal alerts send the assigned manager a notification so approvals start before deals stall.

Overview

Missed handoffs during due diligence create approval bottlenecks and stalled pipelines. This workflow alerts the assigned sales manager when a deal enters due diligence, removing approval delays and ensuring reviews start before deals stall. The result is faster handoffs, zero missed follow-ups, and clearer pipeline accountability.

Notable Features

Notify assigned sales manager instantly
Attach deal summary and link
Log alert as CRM activity