Notify deal setter when lead status becomes sold
Notify deal setter when lead status becomes sold
You miss handoff context when a lead moves to Sold and the assigned setter isn't notified. The setter receives concise deal context so post-sale tasks start the same day.
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Overview
When leads flip to Sold without a notifier, setters and billing staff lack the context they need to start onboarding. This flow delivers a short, actionable email to the assigned setter within minutes, so post-sale tasks begin the same day and handoffs are auditable.