Create field service customer from deal record and link
Create field service customer from deal record and link
Deals flagged for field work often lack customer records in dispatch, causing scheduling gaps. Create customer records and attach deal context so dispatch has accurate info within minutes.
Overview
When deals marked for field work don't produce dispatch customers, schedulers and crews wait for missing details and jobs get delayed. This flow creates a dispatch-ready customer, cleans contact data, and writes the external ID back to the deal so dispatch and marketing have accurate records within minutes.