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Update deal stage for follow-up after event contact

Update deal stage for follow-up after event contact

Your event contacts stall in the pipeline when no follow-up stage is set, leaving reps without a prioritized call list. This moves deals into a follow-up stage so reps can book calls same day.

Update deal stage for follow-up after event contact

Overview

Event contacts can lose momentum when they sit in the wrong stage and reps lack a prioritized list. This flow automatically moves those deals into a follow-up stage after a short delay, so reps get clear next steps and can secure calls within hours.

Update deal stage for follow-up after event contact