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Notify approver when opportunity credit moves to pending

Notify approver when opportunity credit moves to pending

Your opportunity credit requests lose approver context when status becomes pending, leaving SDRs and approvers without account details. Approvers receive email and channel alerts to review same day.

Notify approver when opportunity credit moves to pending

Overview

When an opportunity's credit status flips to pending, approvers often miss requests and deals stall. This flow delivers a concise email and Slack alert with account and SDR context so approvals happen same day and pipeline velocity is preserved.

Notify approver when opportunity credit moves to pending