For IT: Prevent unassigned 'auto -' deals stalling sales

IT admins see unassigned 'auto -' deals in CRM, causing sales reps to miss follow-ups and deals to stall. It routes those deals to the designated sales owner so reps begin outreach quickly.

Overview

Unassigned 'auto -' deals create pipeline gaps and leave reps unsure who should act. This workflow assigns each auto-labeled deal to a designated owner and notifies them, preventing ownership gaps so reps begin outreach quickly and missed follow-ups drop.

Notable Features

Filter unowned deals by label
Update deal owner field
Notify sales owner on assignment