Create follow-up task when sale status updates with summary

Sale status changes leave your account team without a clear cue to confirm product updates or start post-sale tasks. Tasks get assigned to owners immediately so onboarding begins same day.

Overview

Handoffs after a sale are where onboarding momentum is lost and clients feel forgotten. This flow creates and assigns a focused follow-up task the moment a lead's status changes so account teams can verify product choices and launch campaigns the same day.