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Create on-hold task and email consultant and manager

Create on-hold task and email consultant and manager

Your on-hold deals block installations and delay incentive deadlines for homeowners. Get tasks and emails routed to the consultant and project manager so issues are fixed same day.

Create on-hold task and email consultant and manager

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Overview

When deals are marked on hold, installations and incentive windows stall. This flow creates a task, emails the consultant and manager, and logs the update so blockers get resolved same day and installations stay on schedule.

Create on-hold task and email consultant and manager