Keep sales reps focused: label deals moved back to Proposal Sent

Sales reps and managers miss deal regressions when opportunities slip back to Proposal Sent, causing stalled pipelines and forecasting blind spots. This workflow tags and flags those deals automatically so reps spot regressions quickly and prioritize follow-up.

Overview

Deals that slip back to Proposal Sent create blind spots and let opportunities stall. This workflow labels and surfaces reverted deals to sales reps and managers so regressions are prioritized and forecasts stay accurate. Users report faster prioritization and zero missed follow-ups.

Notable Features

Label deals when stage reverts
Notify assigned sales rep
Log regression for management reporting