Building materials president: create project records when deals reach pre-inspection

Building materials president loses install slots when pre-inspection deals lack client addresses, causing scheduling gaps and install delays. It creates project records with client address details so field teams can schedule without missing info.

Overview

Missed client addresses turn pre-inspection deals into scheduling headaches and lost install slots for building materials businesses. This workflow ensures every qualifying deal creates a complete project record with address details, removing manual handoffs so field teams can schedule reliably and avoid missed installations.

Notable Features

Create project records automatically
Attach client and address details
Notify field schedulers and ops