Stage change alert

Signal description

The Sales Director receives notifications whenever an opportunity progresses to a specific stage in the sales pipeline. This allows them to stay informed about critical developments and take timely actions based on the stage transitions.

How organizations use it

A Sales Director at XYZ Corporation is particularly interested in opportunities moving to the "Proposal/Price Quote" stage. This is because it is a critical stage where pricing is discussed with the customer, and often where opportunities can become stuck or slow down. To keep a close eye on such opportunities, they configure the "Opportunity Stage Change Alert" to notify whenever an Opportunity moves into the "Proposal/Price Quote" stage.

Why organizations use it

• to give important opportunities extra attention
• to possibly intervene if needed to keep the opportunity moving forward

Configurable parameters

• Filter opportunities to which this signal applies
• Select stages to be notified of

How the signal looks

In Revenue Grid Action Center:	In your Teams Revenue Grid Channel:

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