Sales ops prevent dormant deals from blocking pipeline

Sales ops see inactive merchant deals linger in CRM, causing stalled opportunities and missed follow-ups. Send inactivity alerts after 30 days so owners re-engage or update status.

Overview

Inactive deals bloat the pipeline and let opportunities slip past reps. This workflow equips sales ops with scheduled inactivity alerts that prompt owners to re-engage or update status, protecting forecast accuracy and preventing stalled deals. Teams report faster follow-ups and zero missed handoffs.

Notable Features

Scan CRM filter on schedule
Alert deal owners via email
Flag and log stale deals