Create CSM assignment task when deal moves to contract
Create CSM assignment task when deal moves to contract
Deals moved to contract without a CSM leave coordinators unable to schedule onboarding or confirm instructors. It creates an assignment task and reminder so ownership is set before class.
Workflow preview:
Zap details:
Overview
Deals that reach contract without an owner create last-minute churn for coordinators and delay onboarding. This flow assigns a CSM, creates a follow-up task, and pings the owner so preparation happens before the first class.