Notify ops when start-stage deals lack required fields
Notify ops when start-stage deals lack required fields
Deals moved to the start stage without key contact data prevent timely onboarding and leave reps unprepared. It sends an internal email alert so managers can update the deal before outreach same day.
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Overview
Deals that reach start stage with missing contact data stall onboarding and waste outreach effort. This flow flags those deals and sends owners an internal alert within minutes so records are corrected the same day and outreach stays on schedule.