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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.

Create handover ticket and attach link to record

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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.

Create handover ticket and attach link to record