Construction president: notify sales reps on reassignment

Construction presidents lose bids when reassigned prospects go unacknowledged because new reps don't receive contact details. Alert assigned sales reps with contact details so follow-ups start fast.

Overview

Reassigned prospects too often fall through the cracks, costing bids and delaying projects. This workflow delivers contact details and recent activity to the newly assigned sales rep so pipeline momentum is preserved and missed follow-ups are eliminated.

Notable Features

Send assigned reps full contact details
Attach recent activity and notes
Create follow-up tasks for reps