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Associate scanner records to contacts tied to deals

Associate scanner records to contacts tied to deals

Unlinked scanner records on deals prevent your ops team from confirming hardware ownership during fulfillment. Link contacts to scanners so teams can prepare and dispatch equipment same day.

Associate scanner records to contacts tied to deals

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Overview

Unlinked hardware records force manual checks and slow dispatch; this flow attaches scanner assets to the contacts on each deal so account owners and ops staff immediately see ownership. That clarity lets teams prepare and dispatch equipment same day, smoothing handoffs and reducing delays.

Associate scanner records to contacts tied to deals