Create redesign task from deal request for proposal team
Create redesign task from deal request for proposal team
Your redesign requests lack an assigned task, leaving proposal teams unsure of next steps. The flow creates a task with deal context so coordinators can triage requests same day.
Overview
When a deal flags a redesign, proposal coordinators need a clear, assigned work item with customer context to act quickly. This flow generates a staffed task and updates the CRM so teams can triage and begin work same day.