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Create post-sale sign removal task and notify team

Create post-sale sign removal task and notify team

Uncoordinated sign removals and marketing after sales add work for coordinators. Coordinators get a same-day task and email so sign removal and marketing are scheduled and completed that day.

Create post-sale sign removal task and notify team

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Overview

When a contract flips to unconditional or settled, sign removals and marketing follow-up often slip through the cracks. This flow captures that event, emails stakeholders, and creates a CRM reminder so coordinators have a same-day task and marketing assets are cleared before the next send.

Create post-sale sign removal task and notify team