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Update deal status and create follow-up task for leads

Update deal status and create follow-up task for leads

Agreements open without a clear signal, leaving deals unprioritized and slowing negotiations. It records the view, updates the deal, notifies the team, and creates a follow-up within hours.

Update deal status and create follow-up task for leads

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Overview

When a prospect opens your proposal, the deal team needs to act fast or momentum fades. This flow captures the view, advances the opportunity, and assigns a follow-up so owners and reps can reach out within hours and keep negotiations moving.

Update deal status and create follow-up task for leads