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Create delivery task from flagged Opportunity for handoff

Create delivery task from flagged Opportunity for handoff

When an Opportunity requests client support, intake tasks lack context and sit untriaged between sales and delivery. Creates a tracked delivery task and updates the Opportunity for same-day handoff.

Create delivery task from flagged Opportunity for handoff

Overview

Handoff friction between sales and delivery stalls estimates and slows wins; this flow generates a tracked engineering task and writes the ticket back to the Opportunity. Program coordinators and delivery leads get context to act same day while sales ops retains a clear audit trail.

Create delivery task from flagged Opportunity for handoff