Stop outreach on deals marked qualified + deck sent

Sales reps chase opportunities after deals move to Qualified + Deck Sent, causing duplicate outreach and distorted forecasts. This flags deals in your CRM so reps and managers stop outreach.

Overview

Unflagged deals let reps keep reaching out to paused opportunities, creating duplicate touches and noisy forecasts that jeopardize pipeline accuracy. This workflow marks deals moved to Qualified + Deck Sent as on hold and notifies reps and pipeline managers, eliminating duplicate outreach and restoring clear pipeline visibility.

Notable Features

Flag deals when stage changes
Update deal status in CRM
Notify reps and pipeline managers