Keep sales reps focused on stalled deal follow-ups

Sales reps let stalled deals linger when stages don't update, losing visit opportunities. After 14 days move deals to critical follow-up so reps re-engage visits and maintain pipeline accuracy.

Overview

Stalled deals slip through the cracks when stages sit idle, costing reps visits and muddying pipeline priorities. This workflow moves aging deals into a critical follow-up after 14 days and notifies deal owners, restoring pipeline accuracy. Sales teams report clearer priorities and fewer overlooked visits.

Notable Features

Move deals to critical follow-up
Send reminder to assigned rep
Check stage before updating