Update deals when follow-up date is set in future
Update deals when follow-up date is set in future
Your deals lose timing when follow-up dates change without a flag, leaving reps unprepared. Mark deals as future follow-ups so teams prioritize outreach ahead of scheduled contact.
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Overview
When follow-up dates move into the future without a visible marker, pipeline timing blurs and reps miss outreach windows. This flow flags those deals and updates the CRM so managers and reps see correct timing and act ahead of scheduled contact.