Create CRM deals from undistributed work orders hourly
Create CRM deals from undistributed work orders hourly
Your undistributed work orders sit untriaged, causing contractor scheduling delays and leaving customers without updates. It creates CRM deals so coordinators can triage and assign work same day.
Overview
Undistributed work orders create blind spots between operations and sales, slowing assignments and frustrating families. This workflow converts recent undistributed work orders into CRM deals so sales ops and account managers can triage and assign within the hour, improving responsiveness.