Prompt sales reps when prospects hit follow-up stage

Sales reps miss re-engagement when prospects stall at stage four, causing incomplete funding applications. Send reminder emails when status flips so reps re-engage applicants quickly.

Overview

Stalled prospects leave funding applications unfinished and put quota at risk. This flow triggers reminder emails when a prospect moves into the fourth follow-up stage, helping reps re-engage applicants quickly and reduce missed completions.

Notable Features

Send reminder email on status change
Pull prospect contact from CRM
Log outreach and create follow-up task