Process ineligible customer claim and link to deal
Process ineligible customer claim and link to deal
Your claim form submissions arrive unlinked to deals, leaving sales ops without context to triage denials. It links submissions to deals and starts processing so account managers can act same day.
Overview
When claim intake isn't tied to the right deal, sales ops wastes time and account managers lack context for denials. This flow links each submission to the correct deal and kicks off the processing sub-workflow so teams can triage and respond same day.