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Create post-sale review tasks for new paid deals

Create post-sale review tasks for new paid deals

You miss structured post-sale follow-up when deals move to paid, leaving buyers or vendors without scheduled review calls. Get buyer and vendor review tasks created within four days.

Create post-sale review tasks for new paid deals

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Overview

When a sale is marked paid, agents need immediate, consistent next steps to close out buyer and vendor follow-ups. This flow creates two owner-assigned review tasks within four days so handoffs are reliable and client outreach happens on schedule.

Create post-sale review tasks for new paid deals