Set pre-survey reminder date on deals in CRM
Set pre-survey reminder date on deals in CRM
Survey dates on deals go stale when stage changes don't set reminders, leaving reps without prep context. It sets a reminder two days before surveys so reps have prep context.
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Overview
When deals enter the survey stage without a relative reminder, reps lose preparation time and outreach becomes inconsistent. This flow writes a reminder date two days before each scheduled survey, giving reps clear prep context and reducing missed outreach ahead of the survey.