Engineering: assign call tasks when a customer books

Engineers often leave booked calls unassigned, causing sales reps to miss follow-ups. This flow creates a call record and assigns an owner so reps begin follow-up before the appointment.

Overview

Unassigned booked calls let pipeline momentum slip and let competitors respond first. This workflow guarantees every booking creates a standardized call record with an owner and a notify step, so sales reps can act before appointments and prevent missed follow-ups.

Notable Features

Create standardized call records
Assign owners to booked calls
Notify sales reps of bookings