Create follow-up task for 3D scan delivery to team
Create follow-up task for 3D scan delivery to team
Your bookings lack automated follow-up, so 3D scan deliveries go unchased and handovers stall. It creates a follow-up task to chase scan assets, keeping projects on track within four days.
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Overview
When client bookings arrive without a follow-up plan, scan deliveries and handovers slip and projects stall. This flow creates and assigns a CRM follow-up task within four days of the booking, so your project coordinators and founder can chase deliverables and keep schedules predictable.