Help IT ensure sales follow-ups always have owners

IT admins see CRM follow-ups with no salesperson, causing deals to stall and forecasts to miss. Assign a default salesperson when the field is blank so reps own follow-ups and outreach happens faster.

Overview

Unowned follow-ups let deals slip and make forecasts unreliable. This workflow enforces ownership by assigning a default rep whenever the salesperson field is blank, eliminating gaps and ensuring follow-ups get prompt outreach. IT can deploy it quickly and keep a clear audit trail for managers.

Notable Features

Assign default salesperson when blank
Notify managers when assignment occurs
Create simple ownership audit trail