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.
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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.