Set deal to more info required stage and notify team
Set deal to more info required stage and notify team
Your deals flagged as needing information leave your reps unsure of next steps and stall pipeline progress. The update makes follow-up visible and alerts your team so issues are addressed same day.
Workflow preview:
Zap details:
Overview
When your app flags deals that need more information, reps often sit idle and the pipeline stalls. This flow updates the deal stage automatically and alerts your team, so account executives see the next action and follow up within minutes.