Notify sales reps when valuation moves to initial call

Sales reps miss outreach when valuation status isn't set, causing initial calls to be delayed. This flow marks valuations as initial call and starts valuation tasks so reps can reach prospects faster.

Overview

Missed initial calls let momentum slip and weaken your pipeline. This flow flips valuations to 'Initial Call' and triggers the valuation task sequence so reps act without manual handoffs. Expect faster response times and drastically fewer missed initial-call handoffs.

Notable Features

Set valuation stage to initial call
Start downstream valuation task list
Notify assigned sales rep immediately