Keep owners alerted when reshop policies are sold

Owners miss reshop sale details in order feeds, causing delayed follow-ups and reporting gaps. Alerts send sale details to sales and ops so follow-ups are assigned and records stay current.

Overview

Owners risk missed follow-ups and reporting gaps when reshop sales aren't flagged. This workflow delivers sale details to sales and operations and creates follow-up tasks, so handoffs are clear and actions happen reliably—teams report clearer handoffs and fewer missed actions.

Notable Features

Notify sales reps and operations
Create follow-up tasks for reps
Log sale details to spreadsheet