Move deals to opening stage on follow-up flag

Your deal records miss stage updates when a follow-up reason is set, leaving reps unsure which opportunities to prioritize. You get consistent stage changes so reps can act on prioritized deals the same day.

Workflow preview:

Zap details:

Overview

When a rep flags a deal for follow-up, the pipeline should reflect that immediately. This flow moves those deals into the opening stage so managers and reps see prioritized opportunities within minutes and act the same day.