For CTOs: Add install-request links to won deal records
For CTOs: Add install-request links to won deal records
CTOs watch won deals stall when install links are missing, causing fulfillment delays. It attaches a made-to-fit install-request link to won deals so ops, sales start fulfillment without manual steps.
Overview
Missing install links stall fulfillment and create operational risk for private companies. This workflow guarantees every won deal carries a made-to-fit install-request link so ops and sales can act immediately and manual handoffs stop. Expect faster handoffs and far fewer missed install requests.
Notable Features
- Attach install-request link to deal
- Create formatted request link from deal
- Notify ops and sales of handoff