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Create follow-up tasks for won leads without owner

Create follow-up tasks for won leads without owner

Won leads without an opportunity owner lose referral context and leave follow-up unclear. It assigns owners, creates follow-up tasks, and notifies teams so outreach happens same day.

Create follow-up tasks for won leads without owner

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Overview

Won deals without an assigned owner create handoff friction and lost referral momentum. This flow detects owner gaps, alerts stakeholders, and queues staged success and prospector tasks so follow-ups occur the same day.

Create follow-up tasks for won leads without owner