Notify missing discovery call recording to ops owner
Notify missing discovery call recording to ops owner
Your discovery one-sheet responses sometimes lack the call recording link, leaving prospect context incomplete. This sends an internal alert so owners can add the recording within 36 hours.
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Overview
Discovery one-sheets missing call recordings create blind spots for deal reviews and slow manager decisions. This flow flags missing recordings, pings the right owner, and escalates reminders so managers receive completed context within 36 hours.