Create daily meter intake records for activation review
Create daily meter intake records for activation review
New electric meters are discovered but not logged, hiding activations and deal matches from field teams. The workflow writes each meter row to a tracking sheet so IT and field can act same day.
Overview
If new electric meters aren't centrally logged, field and ops teams miss activations and potential deals. This workflow captures daily meter discoveries, matches them to CRM when possible, and writes a row per meter so IT and field coordinators can prioritize same-day follow-up.