Move deals to VIP negotiation stage for follow-up
Move deals to VIP negotiation stage for follow-up
Deals in the wrong stage leave VIP prospects unprioritized and follow-up delayed. Move qualifying deals into the VIP negotiation stage so reps can act the same day.
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Overview
When deals shift stages, VIP opportunities can get deprioritized and miss outreach windows. This flow moves qualifying opportunities into your VIP negotiation stage and keeps the contact linked so reps can follow up the same day.