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Create deal from site deficiency for sales follow-up

Create deal from site deficiency for sales follow-up

Reported site deficiencies are invisible to sales, so repair opportunities go unquoted and visits are missed. Enable immediate deal creation so reps can quote and contact customers same day.

Create deal from site deficiency for sales follow-up

Overview

When deficiency reports live outside the sales pipeline, repair revenue sits idle and site visits get delayed; this flow converts qualifying deficiencies into CRM deals so estimators see prioritized work. Reps get contextual deals to quote and contact customers same day, reducing missed opportunities before the next service visit.

Create deal from site deficiency for sales follow-up