Update deal stage when call time is set
Update deal stage when call time is set
Your deals don't update stage when call times are set, leaving reps without follow-up context. Advance deals to the scheduled-call stage so reps see priorities and forecasts update same day.
Overview
When call times are recorded but deal stages aren't updated, reps lose context and forecasts get distorted. This flow advances deals into the scheduled-call stage automatically so reps see prioritized work and forecasts reflect real activity the same day.