Create inspection records for AED submissions from CRM
Create inspection records for AED submissions from CRM
Your CRM AED inspection submissions arrive without a database record, leaving field history incomplete. Capture and link each inspection so coordinators have up-to-date site status.
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Overview
When inspection submissions don't land in your database, coordinators and technicians lack the history needed to prioritize service. This flow reliably records each inspection and creates a follow-up entry so your team can act within the same day.