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Create deposit paid task for consultant follow up on job

Create deposit paid task for consultant follow up on job

When deposit confirmations arrive untracked, consultants miss scheduling context and client follow-ups stall. Create CRM tasks so coordinators can contact clients and schedule services same day.

Create deposit paid task for consultant follow up on job

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Overview

Deposit confirmations often arrive without context, and that delays scheduling and client outreach. This flow creates CRM tasks and assigns owners so coordinators can contact clients and schedule services the same day, keeping jobs on track.

Create deposit paid task for consultant follow up on job