Keep sales reps alerted to new task assignments

Sales reps lose visibility when task owners change, causing missed follow-ups and stalled deals. Alerts post assignment details and a link into the rep's chat so they can act and avoid missed handoffs.

Overview

Missed task handoffs stall deals and frustrate sales reps. This workflow routes owner changes into the rep's chat with assignment details and a task link, so reps can act quickly and avoid missed follow-ups.

Notable Features

Send assignment details to reps
Post task link in chat
Alert only on owner change