Create onboarding tasks for ops when quotes accepted
Create onboarding tasks for ops when quotes accepted
Operations coordinators miss onboarding steps when accepted quotes don't create tasks. Create a tracker issue so coordinators start onboarding right away and avoid missed handoffs.
Overview
Operations coordinators lose work and customers suffer when accepted quotes don't spawn tickets. This workflow creates clear onboarding issues and notifies the right coordinator, eliminating manual handoffs and ensuring zero missed follow-ups. The result is faster handoffs, clearer audit trails, and dependable fulfillment.
Notable Features
- Create issue in task tracker
- Attach quote details and link
- Notify assigned operations coordinator