Update sales next‑step checklist for new consultations before outreach SLAs lapse

Your consultation task checks arrive without downstream sales tasks, causing missed follow-ups and delayed intake. Sales coordinators get updated next‑step records and ownership assigned before outreach SLAs lapse.

Update sales next‑step checklist for new consultations before outreach SLAs lapse

Update sales next‑step checklist for new consultations before outreach SLAs lapse