Keep sales ops aligned when won deals meet criteria

Sales ops risk missed handoffs when won deals aren't tagged correctly. Auto-tag qualifying won deals so sales ops have consistent post-sale status and no follow-ups are missed.

Overview

Missed post-sale tagging creates handoff gaps that stall onboarding and skew reporting. This workflow flags qualifying won deals and notifies sales ops and account teams so post-sale actions start reliably, delivering zero missed follow-ups and cleaner reporting.

Notable Features

Tag won deals meeting criteria
Notify sales ops and account teams
Add deals to post-sale digest