Project managers keep reactivation counts visible on deals

Project managers see reactivated deals slip past sales reps, causing missed outreach and stalled pipeline. Reactivation counts in the deal nickname ensure reps spot history and prioritize outreach.

Project managers keep reactivation counts visible on deals

Overview

Missed reactivated opportunities leave pipeline value on the table. This workflow puts reactivation history front-and-center by incrementing a counter and appending it to deal nicknames, so reps spot returning opportunities and prioritize outreach, reducing overlooked follow-ups.

Notable Features

  • Increment reactivation counter on change
  • Update deal nickname with history
  • Highlight reactivated deals for reps

Project managers keep reactivation counts visible on deals