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Add followup tasks for referral sheet rows and assign owners

Add followup tasks for referral sheet rows and assign owners

You track referrals in a shared spreadsheet and manual task creation delays follow-up. This creates assigned follow-up tasks so reps get context and act the same day.

Add followup tasks for referral sheet rows and assign owners

Overview

Referral rows sitting in a sheet mean follow-ups get missed and momentum is lost. This flow turns each updated row into a contextual, assigned task so reps have what they need to act the same day and reduce lost opportunities.

Add followup tasks for referral sheet rows and assign owners