Update deal status when video submitted by prospect
Update deal status when video submitted by prospect
Your video-request completions leave deals in the wrong stage, so reps continue follow-ups and prospects get redundant outreach. You gain correct deal stages and halted sequences within minutes.
Overview
When prospects submit requested videos, deals should reflect that intent immediately so closers don't waste time chasing engaged leads. This flow updates opportunity status and stops sequence steps, giving reps accurate pipeline context within minutes.