Create advisor review task from completed fact finder
Create advisor review task from completed fact finder
Your fact finder completions are unassigned, leaving advisors without validation context and stalling deals. Assign a reviewer task with deal links and a 3-day review window to keep pipeline moving.
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Overview
Stop letting completed fact finders sit idle; this flow assigns a reviewer and notifies them immediately so validation work starts without delay. Advisors receive deal context and a three-day review window, helping keep pipeline items moving ahead of stage reviews.