Enable sales ops to schedule urgent call tasks

Sales reps lose chat licensing leads when follow-ups aren't scheduled, letting prospects go cold. Sales ops creates an assigned call task so reps act on leads quickly.

Overview

Sales ops can stop prospects from aging out by ensuring every chat licensing lead gets a visible, owned call task. This removes manual handoffs, drives faster rep action, and delivers zero missed follow-ups for higher pipeline hygiene.

Notable Features

Create call tasks for chat leads
Assign task to owning sales rep
Notify reps with follow-up context