Construction owners stop missed finance lead status alerts

Sales reps miss finance-updated lead statuses, causing stalled project starts and cashflow uncertainty. Send status change to the assigned rep and Laura so approvals and follow-ups happen quickly.

Overview

Missed finance updates can stall project starts and create cashflow uncertainty for construction owners. This workflow routes every finance-driven lead status change to the assigned sales rep and Laura, ensuring approvals and follow-ups happen faster and pipeline actions aren't missed. It also creates a clear audit trail so project handoffs stay on schedule.

Notable Features

Notify assigned rep and Laura
Flag payment-related status changes
Log change with reference link