Marketing ops: assign policy comparison tasks to sales reps

Sales reps skip prep when deals enter 'Vergleich erstellen', causing delayed comparisons and stalled talks. Create a follow-up task with deal and contact details so reps begin prep quickly.

Overview

Missed policy comparisons stall deal momentum and frustrate prospects. This workflow ensures every deal moved to 'Vergleich erstellen' spawns a task with contact and deal context so sales and ops can enforce timely preparation, reduce missed follow-ups, and keep the pipeline auditable.

Notable Features

Create task on stage change
Attach contact and deal context
Notify assigned rep immediately