Sales ops: alert deal owners about stalled opportunities

Sales ops see prospects stuck in Made Contact, causing deals to go cold and forecasts to slip when reps miss follow-ups. Scheduled inactivity checks nudge deal owners after days without internal activity, ensuring reps re-engage stalled opportunities promptly.

Overview

Stalled prospects erode pipeline health and put forecasts at risk. This workflow runs scheduled inactivity checks and routes stalled deals to their owners, driving faster re-engagement and reducing missed follow-ups so your pipeline stays actionable.

Notable Features

Alert deal owners after inactivity
Verify Made Contact stage before notifying
Record alert as deal activity