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Keep sales ops on top of missed B2B appointments

Sales ops see B2B leads flipped to 'did not show', causing missed follow-ups and gaps in pipeline coverage. It marks the opportunity as 'reschedule' so reps prioritize rebooking and keep deals moving.

Keep sales ops on top of missed B2B appointments

Overview

Missed appointments create blind spots in your pipeline and let deals stall. This workflow marks opportunities for reschedule and notifies reps so rebooking is prioritized, keeping pipeline momentum and removing manual status updates.

Notable Features

  • Set opportunity status to reschedule
  • Notify assigned sales rep instantly
  • Filter events for B2B no-shows

Keep sales ops on top of missed B2B appointments