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Create cost note and update contact from email

Create cost note and update contact from email

You get installation cost emails with line items and deal identifiers that never reach CRM, delaying invoices. It adds a deal note and updates contact cost so billing acts same day.

Create cost note and update contact from email

Overview

When install cost emails sit in inboxes, billing and field teams waste time chasing numbers and invoices get delayed. This flow extracts parts, quantities and totals, posts a deal note, and updates the contact cost field so billing and technicians can act same day.

Create cost note and update contact from email