Move qualifying deals to waitlist and notify customers
Move qualifying deals to waitlist and notify customers
Your pipeline deals lack consistent waitlist status, causing reps to miss follow-ups and delaying outreach. Qualified deals move to the configured waitlist stage and customers are queued for outreach.
Overview
Manual waitlist handling creates pipeline confusion and missed outreach windows. This flow re-stages qualifying deals and triggers the customer waitlist event automatically so reps see accurate status and customers are queued for messaging the same day.