Marketing ops: create linked ticket when deal flagged

Marketing ops miss flagged lifestyle rating deals, causing case owners to start late and risk client onboarding timelines. Attach a ticket to the originating deal so owners start tracking the veteran report.

Overview

Missed flagged lifestyle-rating deals delay case work and jeopardize client onboarding. This workflow creates and links an internal ticket to the originating deal so owners get a clear work item and response times drop dramatically.

Notable Features

Create ticket from flagged deals
Associate ticket with originating deal
Notify ticket owner with details