Create follow-up tasks when a prospect is marked fit
Create follow-up tasks when a prospect is marked fit
Qualified prospects fall through gaps when a discovery step finishes without a next action, delaying proposals and engagement. It creates and assigns follow-up tasks and launches the proposal process so advisors act same day.
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Overview
When a discovery step marks a prospect as fit, delays in outreach can cost conversions and stall pipeline momentum. This flow creates and assigns prioritized follow-up tasks and launches the proposal process so advisors can act same day and keep deals moving.