Keep machinery deal stages updated when support tickets close

Data science managers in machinery lose deal context when solved tickets aren't linked, risking missed upsells. This updates deal stages and appends ticket notes so owners see current pipeline context.

Overview

Unlinked support resolutions leave deal owners blind and let upsell opportunities slip in machinery sales. Keeping ticket closures tied to deal updates gives owners current pipeline context to follow up, eliminating manual handoffs and enabling faster, informed outreach.

Notable Features

Advance deal stage on ticket solve
Attach ticket summary to deal
Notify deal owner with context