Sales reps secure kickoff appointments after stage update
Sales reps secure kickoff appointments after stage update
Sales reps lose kickoff momentum when deals switch to kickoff without outreach, causing stalled handoffs. It sends a WhatsApp scheduling message on stage update so reps secure kickoff appointments.
Overview
Delayed outreach after a stage change stalls handoffs and cools deals. This flow guarantees every deal moved to kickoff triggers a WhatsApp scheduling message so reps secure kickoff appointments and preserve pipeline momentum — sales leaders report faster handoffs and fewer missed follow-ups.
Notable Features
- Send WhatsApp message on stage change
- Format and validate phone numbers
- Notify owner with appointment details