Assign sales engineer to opportunity from recorded call
Assign sales engineer to opportunity from recorded call
Recorded sales calls show an engineer joined but many opportunities lack an assigned SE, leaving reps without handoff context. Assign the SE and notify them so handoffs occur same day.
Overview
When engineers join customer calls but don't appear on the opportunity, deals suffer from unclear ownership and delayed next steps. This flow tags the correct SE on the opportunity and pings them so handoffs and follow-ups are clear and happen same day.