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Create lobby event work item from support cases

Create lobby event work item from support cases

Your lobby event requests land as CRM cases without consistent task records, leaving planners missing venue context and timelines. Create tasks with subtasks and assignees so work starts same day.

Create lobby event work item from support cases

Overview

Incoming marketing requests for lobby events often arrive as CRM cases without a clear owner, which delays logistics and installation prep. This flow converts each qualifying case into a project task with subtasks and an assigned owner so campaign managers and facilities coordinators can act same day.

Create lobby event work item from support cases