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Create sales handoff tasks when rep assigned to job

Create sales handoff tasks when rep assigned to job

When a sales rep is assigned to a job, inconsistent handoffs cause missed outreach and delayed starts. The workflow attaches a sales checklist so reps and coordinators can act within minutes.

Create sales handoff tasks when rep assigned to job

Overview

Assigning a sales rep should trigger clarity, not confusion — inconsistent handoffs cost time and client momentum. This workflow applies a standard sales checklist the moment a rep is set, so reps and coordinators can start outreach within minutes and avoid missed steps.

Create sales handoff tasks when rep assigned to job