Send promo-code alert for competitor opportunities to reps
Send promo-code alert for competitor opportunities to reps
Your opportunities sometimes mention a competitor without a promotion code, leaving reps without a price lever. Alerts give your reps and RVPs next steps so deals are updated same day.
Overview
When opportunity records mention a competitor but lack a promo code, reps miss an immediate pricing advantage and deals can cool. This workflow emails the assigned rep and their manager with the opportunity link and next steps so pricing is updated and outreach proceeds same day.