Notify professional services channel of additional services possible
Notify professional services channel of additional services possible
Your project records lack visibility when additional services are flagged, delaying opportunity capture and account engagement. Delivery leads receive a clear notification so they can engage same day.
Overview
When a project is marked as "additional services possible," that signal often gets lost in records and email. This flow posts the update directly to your professional services pipeline channel with accountable owners mentioned, so delivery leads can see and act on opportunities the same day.