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Create policy check task when deal stage updates

Create policy check task when deal stage updates

Your deals enter policy-check stage without packaged links or checklist, forcing reviewers to copy details manually. The created task and encoded link give reviewer-ready context for same-day checks.

Create policy check task when deal stage updates

Overview

Deal progression should trigger predictable reviewer work, not manual copy‑paste. This flow packages customer fields into an encoded link, logs them centrally, and creates a task for the owner so policy checks complete same day. That reduces handoffs and accelerates verification before next outreach.

Create policy check task when deal stage updates