Update company stage when deal hits qualified or scheduled
Update company stage when deal hits qualified or scheduled
Deals moving to Contact Made, Appointment Scheduled, or Qualified to Buy can leave company stage outdated. This sets the company to Discovery so reps have accurate account context within minutes.
Overview
Deals advancing to contact or qualified stages should immediately surface at the company level so reps can prioritize accounts. This flow updates the company stage to Discovery and ensures account context is accurate for outreach within minutes.