Create proposal intake ticket from deal stage change
Create proposal intake ticket from deal stage change
Deals entering proposal stage lack structured intake and attached files. Create a service ticket with deal context and files so the proposal team can start same day.
Overview
Missing intake when deals hit proposal stage causes handoffs and slows delivery. Convert CRM stage changes into service desk requests so proposal coordinators get full context and files automatically. Teams receive actionable tickets within minutes and can begin work the same day.