Keep sales reps' pipeline accurate when offers arrive

Sales reps lose deals when offer-stage records don't update, causing missed follow-ups. It moves deals to awaiting response so reps prioritize outreach and pipeline reflects opportunities.

Overview

Sales reps let offers go cold when deal stages don't update, risking lost revenue. This workflow pushes offer-stage deals into an awaiting response stage so reps prioritize outreach and forecasts reflect live opportunities. Customers report faster response times and fewer missed follow-ups.

Notable Features

Move deals into awaiting response
Notify assigned rep of update
Update CRM stage on change