Create a job project from updated lead status
Create a job project from updated lead status
When lead records flip status without a project card, your site coordinators miss address and photo context. This creates a job project with address and contact details so crews can start same day.
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Overview
When leads are flagged for photo intake, coordinators shouldn't waste time chasing addresses or contact details. This flow creates a job project automatically and delivers the address and contact context so crews can be scheduled same day.