Link B2C deals to related support tickets for triage

Your updated deal records often lack linked support tickets, leaving sales reps without context for customer issues. The workflow attaches tickets to deals so outreach and triage happen the same day.

Workflow preview:

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Overview

Deals and tickets often live in separate views, forcing reps to hunt for context. This links updated deals to their related support tickets automatically so reps and support get full customer context and can triage or follow up the same day.