Set follow-up dates on deals after stage change
Set follow-up dates on deals after stage change
Your deals often miss follow-up dates after stage moves, leaving reps without clear next-contact timing. Set consistent follow-up dates so reps and ops can act the same day.
Overview
When deals enter a key stage, reps need an unambiguous next step. This flow fills follow-up and escalation date fields automatically so reps and sales ops can act the same day and avoid missed outreach.