Capture awards-eligible installs for sales managers and reps

Sales reps miss award-eligible customers when deals aren't logged, causing missed recognition. This workflow logs eligible HW/HVAC installs into a master tracker so planners spot customers and install dates.

Overview

Missed award nominees undermine recognition programs and complicate event planning. This workflow ensures every eligible HW and HVAC install is recorded in a central tracker so sales managers and planners always see customers and install dates, eliminating overlooked nominations and manual logging.

Notable Features

Add eligible deals to tracker
Format installation dates for clarity
Notify sales managers and planners