Add sales task templates to new job records
Add sales task templates to new job records
Your new jobs often miss sales task lists, leaving project leads without clear handoff steps and delaying starts. Add standard sales task templates to jobs so teams mobilize with clear steps same day.
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Overview
When jobs are created without sales handoffs, crews wait and starts slip; automatically importing the right sales task template enforces consistent checklists. This gives project leads action-ready tasks and helps teams mobilize the same day.