Create and update CRM deals from spreadsheet rows
Create and update CRM deals from spreadsheet rows
Spreadsheet service rows aren't reaching the CRM, leaving reps without visit context and causing last-minute outreach. It creates or updates deals so reps have appointment details the same day.
Overview
Run this nightly job to turn yesterday's scheduled service rows into CRM deals so your reps always have appointment context. That reduces last-minute scrambling and ensures follow-up happens the same day, improving client experience.