Add approved job order details to deal record
Add approved job order details to deal record
Your approved customer orders in the project system aren’t linked to CRM deals, delaying billing and handoffs. This links orders to deals so teams get accurate job context fast.
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Overview
Unlinked approved orders create blind spots for reps and delay profit updates. This flow attaches approved order identifiers to the matching CRM deal and triggers profit recalculation so sales and project teams have accurate deal context the same day.