Record appointment timestamps in CRM when deals change stage

Sales reps miss outreach when deal stages change without an appointment timestamp. This records an appointment-scheduled timestamp in the CRM on stage change so reps start follow-up promptly.

Overview

Missed appointment timestamps create follow-up gaps and stalled pipeline momentum. Recording the appointment-scheduled timestamp whenever a deal stage changes restores clear ownership and visibility, so reps begin outreach promptly and managers get a reliable audit trail.

Notable Features

Record timestamp on stage change
Notify reps and managers of changes
Create audit-ready deal timestamps