Set in-progress date on opportunities when status changes
Set in-progress date on opportunities when status changes
Your venue opportunities lack a consistent in-progress date, so reps don't know when to start planning. Add reliable in-progress dates so booking coordinators can prioritize work same day.
Overview
When an opportunity flips to in-progress, your booking coordinators need a single source of truth for when work should start. This flow captures that start date and writes it to the opportunity so your team can prioritize and begin execution same day.