Move aging pipeline deals to next contact stage
Move aging pipeline deals to next contact stage
Your open deals in the aging filter sit in outdated stages, leaving reps without clear next steps for outreach. Move them into the correct next-contact stages so reps can act the same day.
Overview
Stale deals in early stages tie up rep bandwidth and distort forecasts. This flow advances flagged deals into the correct next-contact stages and creates same-day follow-up tasks so reps act immediately and forecasts stay accurate.