Create handover ticket and attach link to record
Create handover ticket and attach link to record
School handovers lacking ticket context leave coordinators without setup details and cause onboarding delays. It creates a support ticket and updates the record so coordinators can triage same day.
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Overview
When a handover is marked Submitted, operations needs a complete ticket immediately or onboarding stalls. This flow turns the record into a formatted support ticket and writes the ticket link back to the CRM so coordinators can triage and act the same day.