Ad sales reps: never miss live contract handoffs
Ad sales reps: never miss live contract handoffs
Sales reps miss 'Live' contract updates, causing asset-check delays and campaign downtime. Notify assigned reps when a contract moves to live so account teams confirm assets and keep campaigns live.
Overview
Ad sales teams risk campaign downtime when contract status updates get missed. This workflow routes every "Live" contract to the assigned sales rep and account owner, turning status changes into confirmed asset checks and preventing outages. Expect faster response times and zero missed follow-ups, with an audit trail on each contract.
Notable Features
- Notify assigned reps via email
- Create follow-up task for reps
- Include contract details and links