Assign next activity to new owner when deal owner changes
Assign next activity to new owner when deal owner changes
Deal owner changes can leave the next activity assigned to the wrong rep, causing missed follow-ups and handoff delays. Reassign that upcoming activity to the new owner so reps act same day.
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Overview
When deal ownership flips, tasks often stay with the previous rep and outreach stalls; this flow reassigns the upcoming activity to the new owner and posts an alert if reassignment fails. That keeps account reps ready to follow up the same day and closes handoff gaps.