Support ops: prevent unassigned opportunities with PMs now

Support ops coordinators see opportunity flags flip to received but opportunities remain unassigned, risking SLA breaches. Assign a project manager when the flag updates so no opportunity is orphaned and agents can start handoff.

Overview

Unassigned opportunities create SLA risk and frustrated customers for support ops. This workflow routes received Opportunity flags to an available project manager, updates the record, and notifies agents—support teams report zero missed assignments and faster handoffs.

Notable Features

Assign project managers on flag update
Balance workload across project managers
Notify support agents of assignment