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Create two-year follow-up tasks when a deal stage changes

Create two-year follow-up tasks when a deal stage changes

You miss two-year inspection needs when deals change stage without a task, leaving field staff unable to plan visits. It assigns follow-up tasks so inspections happen before the service window.

Create two-year follow-up tasks when a deal stage changes

Overview

When a deal reaches the configured follow-up stage, this flow creates a two-year inspection task and assigns it to the configured owner so field teams get a clear work item. That prevents inspection lapses and ensures outreach is scheduled ahead of the service window.

Create two-year follow-up tasks when a deal stage changes