Create engineering review task for qualified deals and notify owners
Create engineering review task for qualified deals and notify owners
Your qualified deals lack engineering context, leaving analysis requests untriaged and due dates unclear. Tasks are created and emailed to owners so estimates start same day.
Overview
When deals move to qualified, engineering requests often arrive without dates or a clear owner, delaying estimates. This flow creates a tracked task and notifies owners immediately so estimation work can begin the same day and SLAs stay on track.