Marketing ops keep proposal-sent deals engaged with follow-ups

Sales reps let Proposal Sent deals slip untracked, causing pipeline stalls. Scheduled follow-up tasks assign activity to deal owners, ensuring reps re-engage prospects before deals go cold.

Overview

Unattended Proposal Sent deals let opportunities age and stall pipeline momentum. This workflow schedules a follow-up task for the deal owner after the stage change, preventing missed re-engagements and keeping reps focused on closing deals with faster response and fewer manual reminders.

Notable Features

Create follow-up task after stage change
Assign activity to deal owner
Skip tasks for closed or lost deals