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Create customer support case from updated spreadsheet row

Create customer support case from updated spreadsheet row

Your spreadsheet rows flagged for direct-fee outreach leave merchant needs untracked and delay proactive contact. It creates CS cases for qualifying merchants so outreach happens same day.

Create customer support case from updated spreadsheet row

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Overview

When rows in your operational sheet mark merchants for direct-fee outreach, cases can slip through and outreach is delayed. This flow turns qualifying rows into CS cases and routes them to the default queue so agents can begin outreach the same day.

Create customer support case from updated spreadsheet row