Create follow-up call tasks from RTQ deals and notify owner
Create follow-up call tasks from RTQ deals and notify owner
Your Ready-to-Qualify leads lack immediate handoff, leaving reps without call context. You get a queued call activity and an email alert so reps follow up within 30 minutes.
Overview
Ready-to-Qualify deals must turn into calls, not backlog. This flow captures those deals, fires an email alert, and queues a 30-minute follow-up activity so reps get context and call prospects within the hour.