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Create opportunity for capacity upgrade and notify owner

Create opportunity for capacity upgrade and notify owner

Your capacity upgrade requests arrive without tracked deals, leaving reps unable to act on renewal windows or pricing changes. Get a populated opportunity and owner alert so reps can respond same day.

Create opportunity for capacity upgrade and notify owner

Overview

When customers request more capacity, manual tracking slows revenue capture and frustrates AEs. This flow creates a populated opportunity and immediately notifies the assigned rep so deals are actioned same day and upsells aren't missed.

Create opportunity for capacity upgrade and notify owner