Notify partner when opportunity stage changes for referrals
Notify partner when opportunity stage changes for referrals
Opportunity stage changes without partner context stall referral outreach and leave sales ops without funding or loss details. This provides partner funding or loss details for same-day follow-up.
Overview
When referral deals move stages, partners and sales ops often lack the context they need to act — delaying funding and reconciliation. This flow pushes partner-ready funding or loss details within minutes so partner managers can follow up the same day and avoid handoff gaps.