Project managers: review and close stale sales proposals weekly
Project managers: review and close stale sales proposals weekly
Project managers lose pipeline accuracy when proposals languish past review, causing stalled handoffs and risking lost deals. Weekly checks flag 67-day proposals and close or update them promptly so sales reps work a current pipeline.
Overview
Outdated proposals create noisy pipelines and stalled handoffs that frustrate project managers and sales reps. This workflow enforces a 67-day review, updating flags and closing stale opportunities automatically so reps see an accurate pipeline and manual cleanup is eliminated.
Notable Features
- Run weekly proposal review jobs
- Flag proposals older than 67 days
- Update statuses and notify sales reps