Create deal desk task from deal field change
Create deal desk task from deal field change
Your deals that set the deal desk flag sit untriaged, leaving exceptions and owners unclear during pricing reviews. It creates an assigned triage item so coordinators can resolve issues same day.
Overview
Deals that require special handling often sit untriaged and slow approvals. This flow turns a deal property change into an assigned, trackable deal desk ticket so revenue ops and coordinators can route and resolve exceptions same day.