Create external quote and link customer support contact
Create external quote and link customer support contact
When ticket quote requests lack a linked finance record, agents chase billing info and quotes stall. Create or find the external customer and trigger the quoting flow so quotes are available same day.
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Overview
Ticket quote requests often stall when finance records are missing, causing manual handoffs and delayed responses. This flow finds or creates the external customer, writes the identifier back to the ticket, and fires the quote subflow so quotes can be issued same day.