Send milestone email when deal reaches decision stage
Send milestone email when deal reaches decision stage
Deals move stages without a timely email, leaving prospects unsure of next steps. The workflow sends a milestone email so prospects stay informed and reps avoid manual follow-up within 12 hours.
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Overview
When deals hit a critical pipeline stage, prospects expect clarity — not radio silence. This flow delivers a consistent, branded milestone email within 12 hours so prospects stay informed and reps are freed from manual sends.