Civic org product owners: keep ticket decisions current

Product owners at civic organizations watch CRM ticket stages go stale when final decision fields change. It updates stage and decision fields so IT keeps pipeline status accurate and audit-ready.

Overview

Civic organizations risk stale CRM stages and broken audit trails when final decisions don't flow through. This workflow ensures final decisions update ticket stages and decision dates, delivering an audit-ready record and accurate pipeline status. IT and product owners spend less time reconciling records and more time improving case outcomes.

Notable Features

Update CRM stage and decisions
Record decision date for audits
Notify IT and case managers