Create CRM opportunities and alert ops channel hourly
Create CRM opportunities and alert ops channel hourly
Your new match records may not create CRM opportunities, leaving coordinators without next steps or contact history. It creates opportunities and alerts so ops staff can start outreach within the hour.
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Overview
If match results sit unrecorded, coordinators waste time and outreach lags. This flow turns hourly match queries into CRM opportunities, analytics rows, and ops-channel alerts so match coordinators can begin outreach and billing prep within the hour.