Automate Sales Task Creation Based on Lead Pipeline Progression

Ensure consistent sales follow-up by automatically assigning the right task at every deal stage

Goals

Manage leads and accelerate the sales funnel

Improve customer service

Gain a unified view of the customer

Industries

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Description

This use case removes manual task management from the sales process by automatically creating context-aware To-Do tasks as deals progress through the pipeline. Sales agents are guided step by step, knowing exactly what action to take at each stage. This increases consistency, reduces the risk of stalled deals, and improves overall sales productivity. The result is a cleaner pipeline and a more predictable revenue process.

Implementation Effort

Impact on a goal

Assets

No items found.

Outcome

Faster deal progression through the sales pipeline

Reduced risk of missed follow-ups

Higher sales team productivity

Detail user scenario

Whenever a deal moves to a new stage in the Leads pipeline, the system automatically assigns a relevant task to the deal owner. Each task reflects the next logical action required at that specific stage, excluding the initial New Lead stage. Sales agents no longer need to manually track next steps, ensuring every opportunity is actively managed. This creates a structured and repeatable sales workflow.

Step-by-step

1
Deal enters the Started stage: When a deal moves from New Lead to Started, the system automatically creates a task for the deal owner with the subject “Schedule Discovery Call”
2
Deal moves to the Offer Sent stage: When the deal progresses to Offer Sent, a new task is created for the deal owner with the subject “Follow up on Proposal”
3
Deal reaches the Negotiations stage: As soon as the deal enters Negotiations, the system assigns a task to the deal owner titled “Prepare counter-offer/contract terms”
4
Deal advances to the Final Step stage: When the deal moves to Final Step, the system creates a final task for the deal owner with the subject “Send Final Agreement for Signature”

Detail user scenario

Step-by-step

1
Deal enters the Started stage: When a deal moves from New Lead to Started, the system automatically creates a task for the deal owner with the subject “Schedule Discovery Call”
2
Deal moves to the Offer Sent stage: When the deal progresses to Offer Sent, a new task is created for the deal owner with the subject “Follow up on Proposal”
3
Deal reaches the Negotiations stage: As soon as the deal enters Negotiations, the system assigns a task to the deal owner titled “Prepare counter-offer/contract terms”
4
Deal advances to the Final Step stage: When the deal moves to Final Step, the system creates a final task for the deal owner with the subject “Send Final Agreement for Signature”