Keep sales ops informed when booked intro calls arrive

Sales ops miss Goda campaign deals that move to booked intro-call, causing handoff delays. Notify deal owners and managers for immediate visibility so they coordinate next steps and follow up.

Overview

Missed handoffs on campaign-sourced bookings let opportunities cool and derail forecasts. This workflow gives sales ops immediate visibility into Goda campaign bookings, ensuring deal owners and managers coordinate next steps and eliminate missed follow-ups.

Notable Features

Notify deal owners and managers
Filter only Goda campaign bookings
Create centralized booking alert record