IT: Ensure sales reps get alerts for today's deal activities

IT admins risk leaving sales reps without deal context when activity records change, causing missed follow-ups. It alerts the assigned rep for activities scheduled today so they can prioritize follow-up.

Overview

IT teams risk deals stalling when sales reps lack context for newly scheduled activities. This workflow delivers activity and deal details to the assigned rep as soon as a today-scheduled activity appears, eliminating missed follow-ups and keeping pipeline momentum. Customers report faster response times and more consistent follow-up.

Notable Features

Alert the assigned sales rep
Attach deal context to notifications
Notify only for today's activities