Notify support ops when discovery calls are confirmed

Support ops miss discovery-call confirmations, leaving opportunities incomplete and risking forecasts. Alerts notify BDRs and ops managers so calls and qualification notes are captured before review.

Overview

Missed discovery confirmations create forecasting gaps and let deals stall. This workflow pushes discovery-call flags to BDRs and ops managers, prompting validation and attaching qualification notes so pipeline review reflects real opportunities. Expect cleaner forecasting, zero missed follow-ups, and faster handoffs between sales and ops.

Notable Features

Notify BDRs and ops managers
Create validation thread with context
Attach qualification notes to opportunity