Add new CRM contacts to support roster table
Add new CRM contacts to support roster table
Your CRM contacts don't reach the support roster, leaving agents without contact context during ticket triage. Add contacts to the shared roster so coordinators can route cases and follow up same day.
Overview
When new CRM contacts don't populate your support roster, agents lose context and case routing slows. This flow captures new contacts into a shared table so coordinators have up-to-date details and can assign cases same day.