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Create post-call follow-up task assigned to deal owner

Create post-call follow-up task assigned to deal owner

Your consultation bookings can miss post-call follow-ups when product emails aren't sent, slowing client onboarding. It creates an owner task and alert so emails are confirmed, usually within an hour.

Create post-call follow-up task assigned to deal owner

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Overview

Every client consultation should leave a clear next step; missed product emails stall onboarding and harm conversion. This flow creates an owner task and sends an owner alert so missing product messages are caught and resolved within one hour after the call.

Create post-call follow-up task assigned to deal owner