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Create tracking item when engineering tickets move to done

Create tracking item when engineering tickets move to done

Your completed tickets lack a follow-up record, leaving sales without delivery context for customer updates. Get one assignable tracking item per done ticket so reps can inform customers same day.

Create tracking item when engineering tickets move to done

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Overview

When engineering tickets move to Done, sales needs a clear, assignable follow-up to close the customer loop instead of hunting for status. This flow creates an AI-classified, assignable tracking item and owner so account teams can notify customers same day.

Create tracking item when engineering tickets move to done