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Update opportunity with evaluation link and create task

Update opportunity with evaluation link and create task

Your opportunity records miss evaluation links and facilitator context, causing delayed feedback and manual follow-ups. It adds the survey link and a delivery task so coordinators are ready same day.

Update opportunity with evaluation link and create task

Overview

When a PM flags an opportunity for evaluation, this flow writes a consultant-specific survey link into the record and spins up a delivery task so program coordinators can act without manual lookups. That reduces handoffs and ensures tasks and context are ready same day.

Update opportunity with evaluation link and create task