Problem:
The sales team is unable to follow up on every open deal consistently, which results in missed opportunities and the loss of deals that could have been won. To address this, an automation needs to be developed so that sales representatives do not miss follow-ups and can make their best effort to close each deal.
Impact:
This will enable sales representatives to nurture every deal without missing follow-ups, helping the sales team close more deals and stay consistently connected with deal contacts. As a result, the chances of forgetting or overlooking deals that move into a cold stage will be significantly reduced.
Please refer the following screenshot for step-by-step guide:
and last: Save and Activate.
Ask each user to activate the workflow so it can be used consistently across the platform.
Thank You!