Flag urgent installation requests for support & field teams
Flag urgent installation requests for support & field teams
Support agents miss urgent install requests, leaving customers without heating or hot water. Urgent forms are flagged in the CRM and alert support and field techs so follow-up is prioritized.
Overview
Missed emergency install flags leave customers without heat and create costly escalations. This workflow surfaces urgent form submissions in the CRM and routes them to support and field techs so follow-up is prioritized — teams report faster response times and zero missed follow-ups.
Notable Features
- Flag urgent install form submissions
- Notify support and field technicians
- Add emergency tag to customer record