Move opportunity to contacted stage after outreach sends
Move opportunity to contacted stage after outreach sends
Your opportunities go out of sync when outreach sends don't update stages, delaying follow-ups. Keep stages current so advisers and leadership act same day.
Overview
Outreach should automatically update your pipeline so advisers and leadership see progress without manual updates. This flow moves opportunities to the contacted stage as campaign emails go out, delivering same-day visibility and preventing missed follow-ups.