Trigger weekly pipeline updates for flagged priority deals
Trigger weekly pipeline updates for flagged priority deals
Your pipeline filter returns many deals that need batch processing before review, leaving priority updates unmanaged. This ensures per-deal processing occurs before weekly reviews.
Overview
When priority deals collect in a configured filter, weekly reviews can start with stale or incomplete context. This flow pulls matching records and fires per-deal triggers so pipeline owners and revenue ops receive updated context ahead of the weekly review.