For IT: ensure waiting-list tasks reach sales reps

IT admins miss waiting-list prospects when opportunities change to Waiting List for leads labeled Families. Assign a waiting-list follow-up task to the sales rep so no prospect is overlooked.

Overview

Waiting-list prospects slip through when opportunity statuses change, leaving sales reps without a clear next step. This workflow guarantees every 'Families' waiting-list opportunity creates a standardized follow-up task assigned to the sales rep, eliminating missed follow-ups and keeping pipeline coverage intact.

Notable Features

Create waiting-list follow-up tasks
Assign tasks to the sales rep
Filter opportunities by Families label