Construction warranty managers: update deal after final walk
Construction warranty managers: update deal after final walk
Construction warranty & cases managers miss final-walk checklists, causing deal status mismatches and delayed closeout. It updates the project's deal record so warranty teams can begin closeout.
Overview
Final-walk checklists that don't update deal records create warranty bottlenecks and stalled closeouts. This workflow keeps your CRM aligned with field completions so warranty and project managers can begin closeout promptly. Teams report faster handoffs and fewer missed follow-ups.
Notable Features
- Update project deal status automatically
- Notify warranty and project managers
- Attach final-walk checklist to deal