Create estimating ticket when deal reaches estimation stage
Create estimating ticket when deal reaches estimation stage
Deals entering estimation lack a tracked ticket or intake, causing handoff delays. Estimators receive full context and can begin quotes the same business day.
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Overview
When deals move to estimation without a tracked intake, quotes are delayed and estimators spend time chasing context. This flow standardizes intake by creating a support ticket and updating the originating deal so estimators can start quoting the same business day and managers can audit handoffs.