Trigger deal handoff workflow when pipeline stage changes
Trigger deal handoff workflow when pipeline stage changes
When deal stages change without a clear handoff, your agents and coordinators miss context and tasks stall. Start automated handoffs so teams get next-step tasks and visibility in minutes, keeping deals moving toward closing.
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Overview
Deals stall when stage updates aren't routed; that wastes agent time and delays closings. Tie stage changes directly to a structured handoff so coordinators and brokers get next-step tasks and visibility within minutes, keeping deals on schedule.