IT alert pipeline: catch deals missing next contact dates

IT admins see deals moved to 'On hold - Contact later' lacking a next-contact date/time, causing scheduling gaps. QC alerts notify owners and IT so reps fix schedules and maintain CRM data hygiene.

Overview

Deals moved to 'On hold - Contact later' without next-contact details create scheduling gaps and stalled follow-ups. This workflow surfaces those records to owners and IT, creates corrective CRM tasks, and logs each incident for auditability. The result is cleaner CRM data, faster handoffs, and fewer missed follow-ups.

Notable Features

Detect missing contact dates
Notify owners and IT admins
Create corrective follow-up tasks