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Keep sales ops queues accurate after follow-up sends

Sales ops leave follow-up tasks unchanged, causing duplicate reminders and messy queues. This updates task status and adds a '2.ter reminder' tag after follow-up, preventing duplicate outreach so sales ops keep queues accurate.

Keep sales ops queues accurate after follow-up sends

Overview

Sales ops risk duplicate outreach and messy queues when follow-ups aren't reflected in the project board. This workflow flips the manual step: status and a '2.ter reminder' tag are applied immediately after follow-up is sent, eliminating duplicate reminders and keeping queues accurate so reps can focus on closing.

Notable Features

  • Update task status after follow-up
  • Add '2.ter reminder' tag
  • Skip tasks with existing reminder

Keep sales ops queues accurate after follow-up sends