Send availability email and update deal status board
Send availability email and update deal status board
Your opportunity items miss timely client outreach after status flips, slowing project starts and billing. The workflow sends the availability email and marks the pipeline so outreach occurs same day.
Overview
When an opportunity flips to the configured status, this flow sends the availability email to the client and marks the item so producers, account managers, and finance know outreach happened. It removes manual steps and ensures outreach is completed same day.