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Create field site and link to deal record

Create field site and link to deal record

Your labeled deals don't create project site entries, leaving field crews without install details. It creates site records and links them to the deal so supervisors can schedule work same day.

Create field site and link to deal record

Overview

Manual handoffs between sales and operations slow dispatch and risk missing installation details. This flow creates the field site record, links it to the originating deal, and logs the mapping so supervisors can schedule crews same day. It turns a staged deal into a ready work order with no manual entry.

Create field site and link to deal record