Alert customer support ops when qualifying opportunities appear

Customer support ops miss qualifying opportunities labeled 'Application sent', causing outreach to stall. Push alerts notify reps and support ops so follow-up starts within minutes.

Overview

Customer support ops risk stalled outreach and missed qualification when 'Application sent' opportunities sit unreviewed. This workflow routes every qualifying opportunity to assigned reps and support ops with push alerts and auto-created follow-up tasks, producing faster handoffs and zero missed follow-ups.

Notable Features

Send push alerts to reps
Route application-sent opportunities to owners
Create follow-up tasks for ops