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Pipeline Management
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⚠ Alerts📊 Details◎ Set goal
ActionsSettingsGoalsChanges
👥 Enroll⚛ TestMore
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👤 Deal enrollment trigger
Enroll when a deal stage is entered.
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⌛  1. DelayActions ▾
For target time allowed in stage
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⚙  2. If/then branchActions ▾
Branch on Next Activity Date
Next activity set
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☑  HealthyActions ▾
Deal on track — no action
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Unknown / stale
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☑  Create taskActions ▾
Rep to set next activity
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📢  NotifyActions ▾
Alert deal owner
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Alerts the team when deals go stagnant in a stage.