Add completed tag to service requests linked to sales
Add completed tag to service requests linked to sales
Your service request tasks tied to sales often lack a visible completion tag, delaying billing and handoffs. Add a completion tag automatically so coordinators see closed requests and act the same day.
Overview
When service tasks finish without a clear tag, billing and handoffs can stall and coordination slows. This flow automatically labels sales-linked completions so coordinators and billing see closed requests within minutes and can act the same day.