Create follow-up call tasks from new course signups

Your course signups arrive without a tracked next step, leaving reps unsure who to call and when. Create timely follow-up tasks so reps contact prospects with context same day.

Overview

When course signups land without a next step, opportunities cool off and your reps waste time finding context. This flow creates a note and a prioritized call task with signup details so reps can reach prospects with context the same day.