Send weekly pipeline hygiene reminders to deal owners

Your opportunities classified as new while tied to existing customer accounts create forecasting noise and misdirected outreach. Notify owners to correct records so forecasts are cleaner ahead of weekly reviews.

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Overview

Pipeline hygiene drives more accurate forecasting and faster seller action. This flow nudges reps weekly to fix misclassified deals so forecast reviews are cleaner and RevOps spends less time chasing data issues ahead of review windows.