Flag upgrade requests and send sales tasks to CRM contacts

Upgrade requests are buried in support conversations, so sales miss timely upsell opportunities. Mark contacts with a sales request and create a follow-up task so reps can act same day.

Flag upgrade requests and send sales tasks to CRM contacts

Overview

Sales reps frequently miss upgrade opportunities hidden in support threads; this flow flags the contact and surfaces a concise follow-up task so reps get context and a clear next step. That ensures outreach happens fast, protecting renewal and upsell windows same day.

Flag upgrade requests and send sales tasks to CRM contacts