Set follow-up date for deals when stage changes
Set follow-up date for deals when stage changes
Your deals that move into a configured no-appointment stage miss follow-ups and rep context is lost. It sets today's follow-up date so reps and marketing ops have prioritized touchpoints same day.
Overview
When deals move into a no-appointment stage, outreach cadence often stalls and reps lose momentum. This flow assigns today's follow-up date to the deal so marketing ops and SDRs immediately see prioritized touchpoints and can act the same day.