Keep sales assignments visible for marketing ops teams

Marketing ops miss assignment updates in shared sheets, letting leads sit unassigned and competitors respond first. Send alerts to sales ops and reps so assignments are claimed and leads get first touch.

Overview

Leads stall when assignment requests hide in spreadsheets and marketing ops miss handoffs. This workflow routes every assignment update to sales ops and the assigned rep, turning manual monitoring into visibility so assignments are claimed and leads get first touch.

Notable Features

Broadcast assignment updates to reps
Create task for assigned rep
Log update history for audits