Create CSAT ticket when deals move to lost
Create CSAT ticket when deals move to lost
Your lost deals lack customer feedback, leaving reps without closure and masking improvement needs. The CSAT ticket assigns the task to the agent and account manager for same-day follow-up.
Overview
Lost deals often exit the pipeline without recorded feedback, leaving teams blind to churn drivers. This flow creates a CSAT ticket and routes it to the deal owner and support agent so feedback requests are handled same day.