Assign kicked-back deals to admin and create follow-up task

Deals flagged by your pipeline filter lose momentum and ownership when they return to internal queues. You get clear ownership and a scheduled follow-up so handoffs close within hours.

Overview

When deals get kicked back, ownership gaps cause slow follow-up and lost momentum; this flow reassigns those deals to a central owner and creates a scheduled next-step activity. Your program coordinators will see a clear action and due date, enabling handoffs to complete within hours.