Create follow-up task when client signs a quote
Create follow-up task when client signs a quote
When signed quotes arrive without an owner, reps miss timely outreach and deal momentum stalls. Create and assign follow-up tasks so reps act on signed quotes the same day.
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Overview
Signed proposals frequently sit without an owner and reps miss follow-up windows. This flow creates and assigns a CRM task the moment a client signs, ensuring reps act the same day and preserve deal momentum.