Keep sales reps' pipeline updated after welcome emails

Sales reps miss portal invites in inboxes, stalling onboarding and muddying pipeline. Tag opportunities when welcome emails send so reps can prioritize follow-up and keep pipeline accurate.

Overview

Missing portal invites stalls onboarding and creates blurry pipeline forecasts for sales leaders. This workflow ensures opportunity records reflect invite sends so reps and onboarding prioritize next steps, resulting in fewer missed follow-ups and more reliable pipeline visibility.

Notable Features

Mark opportunities when invites send
Notify reps and onboarding
Set invite sent flag on opportunity