Update evaluation link and create task for delivery team
Update evaluation link and create task for delivery team
Your opportunities lack an evaluation URL and owner, slowing survey distribution and report prep. The flow assigns a task and inserts the link so coordinators can act before the next handoff.
Overview
When PMs mark an opportunity for evaluation, delivery teams often scramble to publish surveys and assemble live reports. This flow ensures the evaluation link is added to the opportunity and a delivery task is created, so coordinators can complete setup before the next client handoff.