Create follow-up opportunities from ready repair orders now
Create follow-up opportunities from ready repair orders now
When repair orders hit the follow-up status, you miss customer context and callbacks get delayed. Create assigned opportunities so advisors can contact customers same day.
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Overview
Missed callbacks from ready repair orders create friction and lost upsell opportunities; this flow creates and assigns follow-up opportunities the moment an order hits the follow-up status. Advisors receive prioritized contacts so outreach and closing activity can start same day.