Customer support ops: update tasks with proposal details
Customer support ops: update tasks with proposal details
Customer support ops lose signer names and acceptance links when proposals enter awaiting acceptance, causing missed follow-ups. Populate the related task so ops can follow up with correct proposal details.
Overview
Missed proposal acceptance details create follow-up gaps and slow handoffs for support ops. Keeping tasks populated with signer names, acceptance links and references eliminates manual lookups, prevents missed follow-ups and gives account managers accurate context for faster action.
Notable Features
- Add signer names to tasks
- Attach acceptance links to task
- Update task status and reference