Create and link new customer contact records to database
Create and link new customer contact records to database
Your new customer contacts from the job system arrive unlinked or duplicated, causing missed follow-ups and slow scheduling. Get linked contact records for sales and project teams within minutes.
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Overview
When customer contacts arrive unlinked, estimators and crews lack necessary context and follow-ups slip. This flow creates or updates centralized contact records and links external IDs so sales managers and project coordinators receive accurate contact information within minutes.