Send 'needs opportunity' case notification email to inbox
Send 'needs opportunity' case notification email to inbox
When a case is marked as needing a related opportunity, your reps can miss timely qualification and momentum. The workflow sends a case link to the right inbox so they can act same day.
Overview
When a support case is flagged as needing a related opportunity, reps need immediate context to qualify it. This workflow delivers a concise case link into the right inbox so support and sales can act the same day.