Update case status when card is labeled Tier 2
Update case status when card is labeled Tier 2
Your onboarding cards don't update CRM when escalated to Tier 2 migration, causing handoff and scheduling gaps. It updates case status so coordinators can schedule welcome calls same day.
Overview
When a card is escalated to Tier 2 for migration, your coordinators need the CRM to reflect that handoff immediately. This flow keeps case status aligned so onboarding coordinators and agents can book welcome calls the same day, reducing scheduling gaps and manual updates.