Ensure SDRs verify demo registrant details before meetings

SDRs and BDRs get demo signups with missing contact or meeting details, causing missed confirmations. Create follow-up tasks assigned to the correct rep so details are verified before the demo.

Overview

Missed or incorrect demo details force reps into manual follow-up and put deals at risk. This flow creates and assigns contextual follow-up tasks to the right SDR, BDR, or fallback owner so reps verify contact and meeting info before the demo. The result is faster handoffs and far fewer missed confirmations.

Notable Features

Create follow-up tasks for owners
Assign tasks to SDR or BDR
Flag and highlight missing details