IT: route sales dispositions to reps and packaging teams

IT sees sales dispositions buried in forms, causing reps and contract/packaging to miss deal details. This flow emails the assigned rep and CCs contract and packaging so processing starts quickly.

Overview

Disposition forms left unread create missed handoffs and stalled proposals. This workflow lets IT enforce routing rules so assigned reps plus contract and packaging stakeholders receive complete deal and site details, eliminating missed follow-ups and enabling faster proposal progression.

Notable Features

Email assigned sales rep
CC contract and packaging stakeholders
Attach full deal and site details