Keep sales ops pipeline stages accurate for aging opportunities
Keep sales ops pipeline stages accurate for aging opportunities
Sales ops see opportunities older than three months left in the 1-3 month stage, causing reps to chase stale leads and skew forecasts. It moves them to 3-6 months so reps focus on current prospects.
Overview
Stale Short Term Farm opportunities inflate forecasts and waste reps' outreach time. This workflow moves aged opportunities into the 3-6 month stage so reps focus on current prospects and sales ops get cleaner pipeline data and fewer missed follow-ups.
Notable Features
- Roll opportunities into 3-6 month stage
- Notify assigned reps of status changes
- Keep pipeline reports accurate