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No Salesforce Activity after stage update

Signal description

When there is no activity and communications detected on an Opportunity after stage change, a Sales Representative receives a signal. It helps to address incorrect CRM interaction and prevents Sales Representatives from simply changing the stages without actually doing any work on the opportunity. Management and Leadership can request to receive the signal for oversight on deals or Sales Representatives they want.

How organizations use it

If the opportunity owner only changed the stage and has not done any actions on the opportunity, RG signals the opportunity owner and their manager.

Why organizations use it

  • to ensure that the stages in the CRM correspond to the actual state of the opportunity
  • to enforce playbook practices

Configurable parameters

  • Filter opportunities to which this signal applies

How the signal looks

In Revenue Grid Action Center:

In your Teams Revenue Grid Channel:

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