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Normal view

When a lead changes owner, what happens to follow-up tasks assigned to the old owner?

Suppose a three-rep B2B team reassigns a lead because of a territory change or someone going on leave. The contact owner changes from Rep A to Rep B, but A still owns a meeting follow-up task and has an unsent sequence step queued.

Moving every open task automatically could hide who promised the customer what. Leaving them with A risks a missed follow-up, and letting both sequences continue could send duplicate messages. I would preserve the owner-change history, pause outbound steps, and require B to accept the open tasks, but I am unsure what should be automated versus reviewed by a person.

How do you handle this in practice? In particular, what event makes the handoff complete, and what do you monitor for the first day to catch tasks or emails that stayed with the old owner?

submitted by /u/Normal_Succotash_520
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