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Create discovery request ticket for closed won deals

Create discovery request ticket for closed won deals

Your closed deals without a discovery ticket leave intake unassigned and delay client onboarding. The workflow creates a tracked discovery ticket so project managers can start intake same day.

Create discovery request ticket for closed won deals

Overview

When closed deals include discovery work, intake often stalls and client onboarding is delayed. This flow files a tracked discovery ticket and links it to the originating deal so project managers can start intake same day and keep SLAs on track.

Create discovery request ticket for closed won deals