Keep sales ops' pipeline accurate with meeting dates

Sales ops miss meeting dates when deals change stages, causing inaccurate pipeline reports and missed follow-ups. Capture the meeting-booked date on status change so reps and ops have reliable timestamps for follow-up.

Overview

Missed meeting timestamps cause deals to stall and forecasts to misalign. Capture the meeting-booked date when a deal hits that stage so sales reps and sales ops have reliable timestamps for follow-up and reporting. Customers report faster handoffs and fewer missed follow-ups.

Notable Features

Populate deal meeting date field
Notify owner for scheduling follow-up
Add timestamp for pipeline reporting