Create contract record from service request forms now
Create contract record from service request forms now
Your service requests arrive without contract or opportunity context, so project handoffs and pricing reviews stall. Create contract records tied to customer and opportunity for same day review.
Overview
When service requests arrive without customer links, pricing and handoffs stall and deals slow down. This flow creates a contract record tied to the customer and opportunity and routes unmatched submissions to a reviewer, so project managers can act for same-day review.