Keep sales work moving

Sales Ops Center follow-up brings quotes and opportunities that need attention into a consistent sales review list.

It helps sales teams see which conversations or proposals may need a next step without replacing the normal sales process or customer relationship decisions.

Who can use this playbook?

Your company needs the Ops Agents feature. Users see resulting work according to their normal sales access; editing the playbook requires Ops Center Admin.

Where to find it

Select your entity.
Open Ops Engine > Agents.
Select Sales Ops Center follow-up.
Open Ops Center to work the matching sales items.

What it reviews

Stale and active quotes.
Expiring and open opportunities.

Customize the review

Use the available conditions to focus the review list.
Choose whether matching work displays in Ops Center.
When email follow-up is available, add draft instructions and require Sales manager approval when appropriate.
Set a run-again interval that gives the team time to complete a follow-up.

What does not change

The playbook identifies sales work for review. It does not change a quote or opportunity without the normal user action. Review any customer-facing email draft before it is sent, especially when approval is not required.

If expected work is missing

Confirm the correct entity and your sales permissions.
Check that the quote or opportunity still meets the configured conditions.
Confirm that the playbook is active and wait for its next run after a setting change.

Sales Ops Center follow-up Playbook