Add handover notes to opportunity for special handling tags
Add handover notes to opportunity for special handling tags
Your quoting owners miss context when split records need special handling, causing misaligned quotes. You get appended handover notes so owners can quote accurately same day.
Overview
When split records flag special handling, owners often lack the context needed to quote accurately and deals stall. This flow writes clear handover notes to the opportunity and pings the owner so quoting actions happen with the right context same day.