Public safety advisors keep demo-stage opportunities updated and prioritized
Public safety advisors keep demo-stage opportunities updated and prioritized
Public safety advisors miss demo signals when contact tags change, so demos are overlooked. Update opportunities to Demo Started when a contact tag flips to Demo Step 1 so reps prioritize demos.
Overview
Public safety advisors can lose momentum when demo interest in a contact isn't reflected in opportunities, causing scheduled demos to be missed. This workflow aligns contact behavior with opportunity stages—moving qualified deals to Demo Started and alerting reps so demos are prioritized and demo-stage opportunities don't slip through the cracks.
Notable Features
- Move opportunities when tags flip
- Check opportunity stage before updating
- Alert reps to prioritize demos