Assign upsell support tickets to CSM and alert team
Assign upsell support tickets to CSM and alert team
Your upsell tickets often stay unassigned after support triage, leaving CSMs without company context. Assigned tickets include company context and a team alert so follow-up happens same day.
Overview
When support flags a one-time upsell, manual routing creates delays and lost momentum. This flow moves qualifying tickets into the upsell pipeline, assigns the mapped CSM, and posts a team alert so follow-up can begin same day.