Keep sales ops on schedule with pre-survey dates

Sales ops lose two-day survey cues when dates change, causing reps to miss outreach. This flow sets the two-day cue on deals as dates update, ensuring reps get timely prompts for pre-survey outreach.

Overview

Missed pre-survey cues make reps scramble and cost momentum on late-stage deals. This workflow ensures the two-day survey cue is always set when dates change, enabling timely pre-survey outreach and smoother handoffs; customers report faster response times and zero missed pre-survey follow-ups.

Notable Features

Populate two-day survey cue
Update cue when date changes
Alert reps to updated cues