Ensure marketing ops assigns claimant tickets to deals

Marketing ops miss claim flags on deals, leaving claimant cases unassigned and delaying support. Create and link a claimant ticket to the deal so support agents get a tracked case and clear ownership.

Overview

Unassigned claimant cases create SLA risk and frustrate customers. This workflow creates and links a claimant ticket to the deal and assigns ownership so support teams have visible, tracked cases — support teams report faster handoffs and fewer unassigned cases.

Notable Features

Create deal-linked claimant tickets
Assign ticket owners from deal fields
Notify support agents and marketing ops