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Create CSAT ticket and assign to owner on unqualified deal

Create CSAT ticket and assign to owner on unqualified deal

When deals are marked Unqualified, your CSAT triggers are often missed and customer feedback goes unrecorded. This creates a support ticket for follow-up so teams can act on feedback same day.

Create CSAT ticket and assign to owner on unqualified deal

Overview

Unqualified deals can hide the reasons customers chose not to progress, and feedback often never reaches the right team. This ties each unqualified deal to a support ticket so managers and agents receive context-rich CSAT items and can act within minutes.

Create CSAT ticket and assign to owner on unqualified deal