Move opportunity to in touch when prospect books
Move opportunity to in touch when prospect books
Your prospect bookings can lack pipeline context, leaving reps unprepared and deals stalled. Advance related opportunities so reps are prioritized and ready before the meeting.
Overview
When a prospect schedules a meeting, your reps need pipeline context to prepare; this flow promotes the related opportunity into an engaged stage and clears the contact from outreach lists. That gives account executives clear prioritization and ensures they arrive ready before the scheduled meeting.