Create recurring upsell deals from support ticket flags
Create recurring upsell deals from support ticket flags
Your support tickets flagged for recurring upsell don't create opportunities, leaving CSMs and AEs without assigned deals. Create and assign deals automatically so teams can outreach same day.
Overview
When a support ticket is flagged for a recurring upsell, this flow turns that ticket into a properly named, owner-assigned deal so account teams see actionable opportunities. That prevents missed follow-ups and gets CSMs and AEs into outreach the same day.