Notify sales team about newly unassigned deals for pickup

When prospects are returned to an unassigned state in your sales pipeline, your team misses outreach windows and deals sit idle. Owners can claim prospects same day to restore momentum.

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Overview

Unclaimed prospects sit idle and slow your agency’s revenue motion; this workflow makes assignment explicit and actionable. It pushes claim links into your sales channel and a direct prompt to the proposed owner, so reps can accept and restart outreach the same day.