Move extension pipeline deals into verification stage now
Move extension pipeline deals into verification stage now
Your extension deals stay in the previous stage, leaving reps without clear next steps for follow-up. Move those deals to the configured verification stage so reps have accurate staging and act same day.
Overview
If extension-stage deals linger in the wrong place, reps miss context and forecasts become unreliable. This flow advances matching deals into the verification stage immediately so reps see correct pipeline staging and can follow up the same day.