Route SE assignment requests from chat to deal board

Sales reps flag SE requests in chat, letting assignment details get buried and deals stall. Create a standardized SE deal record from the chat so reps and SEs have clear assignment details and tracking.

Overview

Buried SE requests in chat stall deals and create ownership confusion for sales reps and SEs. Capture flagged requests into standardized deal records so reps and sales engineers have consistent assignment details and tracking, eliminating missed handoffs and improving pipeline clarity.

Notable Features

Create standardized SE deal records
Populate assignment fields from message
Notify reps and SEs instantly