Update task with intro call and due date
Update task with intro call and due date
Deals marked for intro calls don't update project tasks, leaving reps without due dates or call context. Keep tasks updated with due dates and call status so reps can prepare before the call.
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Zap details:
Overview
Deals that reach the intro-call stage need accurate task dates and deal context. This flow updates your project tasks with the scheduled date and links the deal, so reps are prepared and handoffs occur the same day.