Update ticket and related deals with case number
Update ticket and related deals with case number
Deals moving to won often miss the case number on linked tickets, causing handoff confusion. It copies the case number to the ticket and updates linked deals so records match before follow-up.
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Overview
When deals advance to a configured stage but lack the case number on the linked ticket, reps lose context and customer follow-up slows. This flow writes the deal case number to the ticket and back to linked deals within an hour, so sales and support coordinators have matching records before outreach.