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Create marketing follow-up tasks from filtered sales deals

Create marketing follow-up tasks from filtered sales deals

Your deals sometimes lack scheduled follow-ups, leaving marketing unable to capture homeowner referrals. You receive a marketing follow-up task per matching deal so reps can contact prospects same day.

Create marketing follow-up tasks from filtered sales deals

Overview

Deals that meet your referral or nurture criteria often arrive without a next step, leaving homeowner outreach to chance. This workflow creates prioritized marketing follow-up tasks and routes them to your marketing user pool so reps can contact prospects same day.

Create marketing follow-up tasks from filtered sales deals