Keep legal intake linked when DD antecipada flags hit

Operations coordinators miss 'DD antecipada' deal updates, causing proposals to skip legal intake and stay unlinked. Standardize proposal creation so operations and legal can link tickets quickly.

Overview

Missed 'DD antecipada' handoffs leave proposals out of legal intake and create unlinked cases that slow operations. This workflow ensures every flagged deal spawns a standardized proposal record and links to existing tickets so operations and legal find and act on cases quickly. Expect clearer handoffs, fewer manual follow-ups, and consistent intake records across systems.

Notable Features

Create standardized proposal records
Link proposals to existing tickets
Notify operations and legal