Sales ops: move enabling deals into installing works stage
Sales ops: move enabling deals into installing works stage
Sales ops see deals stuck in the enabling-to-installing filter, causing installation handoff delays. This advances those deals to Installing works, ensuring sales reps and ops prioritize handoffs.
Overview
Pipeline stage misalignment stalls installations and creates handoff confusion that risks revenue and customer experience. By moving deals that hit the enabling-to-installing filter into the Installing works stage automatically, Sales Ops gets clearer handoffs and fewer manual stage corrections.
Notable Features
- Advance deals matching enabling filter
- Notify sales reps for handoffs
- Keep pipeline stages accurate