Create opportunity and notify owner from tagged ticket
Create opportunity and notify owner from tagged ticket
Your tagged SOW support tickets create manual handoffs and lost context. This creates an opportunity record for CSMs to review and act on within minutes.
Overview
When a support ticket is tagged for an SOW, this flow fabricates a sales opportunity and delivers it to the right owner so revenue motions start without manual handoffs. Owners get a review-ready record and link within minutes, reducing missed follow-ups and creating an auditable handoff.