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Create next-day follow-up task when lead moves to trial

Create next-day follow-up task when lead moves to trial

When a lead's status flips to trial, reps often lack a scheduled reminder and context for outreach, causing missed calls and lost momentum. Get a next-morning task scheduled for follow-up.

Create next-day follow-up task when lead moves to trial

Overview

When prospects move into a trial, outreach can slip and attendance falls. This flow creates a next-morning task and reminder for the owning rep so follow-up happens within 24 hours and momentum is preserved.

Create next-day follow-up task when lead moves to trial