Move matured deals to account management stage by region
Move matured deals to account management stage by region
You lose ownership when onboarding deals don't progress three months after start, causing delayed handoffs. Move them to the account management stage for regional follow-up within one business day.
Overview
When onboarding deals stall after their start date, ownership and outreach slip. This flow automatically moves matured deals into the correct account management stage, giving regional account managers clear ownership and enabling follow-up within one business day.