Move accepted opportunity to next sales stage and owner
Move accepted opportunity to next sales stage and owner
Your accepted prospects arrive without pipeline updates, leaving deals stuck and reps unaware of next steps. The workflow moves the deal to the qualified stage and assigns an owner so reps can act the same day.
Overview
When acceptance messages arrive they should advance deals immediately instead of lingering in old stages. This flow updates the deal stage and assigns an owner within minutes so reps engage qualified prospects the same day and forecasts stay accurate.