Prevent outdated scheduling fields on deal records in CRM

Ops coordinators find scheduling dates persist after stage changes, causing duplicate reminders and mistimed handoffs. It clears date/time fields on stage change so sales and ops act on schedules.

Overview

Outdated scheduling fields on deals cause duplicate reminders and mistimed handoffs that frustrate ops and sales. This workflow clears date/time fields whenever a stage changes, keeping CRM schedules accurate so reps act on current info; teams report fewer duplicate reminders and cleaner handoffs.

Notable Features

Clear scheduling fields on stage change
Notify record owner after reset
Log resets for audit visibility