Add closed sale to scheduling sheet and notify team
Add closed sale to scheduling sheet and notify team
Your closed sales miss the scheduling sheet, leaving coordinators without booking details. This creates booking rows and updates the CRM so coordinators can schedule installs same day.
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Overview
When closed sales require manual copy-and-paste into scheduling, coordinators miss booking context and installations slip. This flow writes booking rows, updates CRM status, and alerts operations so coordinators get same-day scheduling entries and reduce manual handoffs.