Opportunity Triage Rule

A practical example

A rule states that any deal flagged for 21 days without buyer activity must be claimed by its owner within two business days and logged with a next step, or it escalates to the sales manager.

Escalations appear in the weekly one-to-one agenda automatically.

What to evaluate before investing

• Can rules assign ownership automatically — to the deal owner, a manager, or a rotation — with escalation after a deadline?
• Does the platform distinguish acknowledged from resolved alerts, and can a response require a logged action rather than a click?
• Can triage rules vary by alert type and deal segment, such as stricter deadlines for large deals?

Limitations and tradeoffs

Over-triaging backfires: if every minor signal escalates, reps mute alerts and real risks slip through, so thresholds and escalation paths need tuning.