Business owners: ensure deliveries and client review tasks

Business owners see deals reach Ready to Deliver and risk review requests getting lost in handoffs. Create delivery & review tasks when stage changes so account managers send files, get client signoff.

Overview

Missed certified deliveries and review requests create handoff friction that stalls deals. This workflow creates delivery and review tasks the moment a deal reaches Ready to Deliver, removing manual handoffs so account managers deliver files and capture client signoff. Expect cleaner handoffs, fewer missed follow-ups, and clearer audit trails.

Notable Features

Create delivery tasks on stage change
Assign tasks to account managers
Add deal context to tasks