Give sales ops instant ownership when lead owner changes

Sales ops lose track when lead owners change, leaving open tasks and opportunities with former reps. This flow reassigns tasks and opportunity ownership to the new lead owner, ensuring prompt follow-up.

Overview

When lead ownership flips without follow-through, pipeline momentum stalls and reps miss critical touches. This workflow hands tasks and deals to the incoming rep and logs the handoff, removing ownership gaps and enabling faster, reliable follow-up. Sales ops report smoother handoffs and clearer pipeline accountability.

Notable Features

Reassign open tasks automatically
Transfer opportunity ownership to new owner
Notify the new owner instantly