Sales ops: keep follow-ups tied to existing deals

Sales ops see repeat demo requests from known contacts, which can stall deals and leave reps without context. Route a follow-up to the existing deal and ping the assigned rep so they have context.

Overview

Repeat demo requests from known contacts can cool pipeline momentum and leave reps without context; sales ops risk missed conversion windows. This workflow ties each repeat request to the existing deal and alerts the assigned rep, eliminating missed demo follow-ups and enabling faster, contextual outreach.

Notable Features

Create follow-up activity on deal
Notify assigned rep via Slack
Attach recent contact and form context