Never miss scheduled callbacks for sales reps on new deals

Sales reps miss callback windows when new deals aren't flagged, causing stalled outreach and lost momentum. Send a direct alert to the assigned rep so callbacks happen within the scheduled window.

Overview

Missed callbacks cost momentum and let competitors respond first, stalling pipeline progress. This workflow routes every flagged deal to the assigned rep with direct Slack or SMS alerts so callbacks occur within the planned window, driving faster responses and clear ownership.

Notable Features

Send direct rep notifications
Attach deal context and callback time
Escalate missed callbacks to managers