Create inspection records from CRM view requests for teams
Create inspection records from CRM view requests for teams
CRM view requests lack inspection records, leaving schedulers and reps without booking details. It creates a linked inspection record and updates the CRM so coordinators can confirm bookings same day.
Overview
New viewing requests in the CRM often lack a marketing-side inspection record, which delays scheduling and leaves reps without context. This flow creates the inspection entry and writes its ID back to the CRM so coordinators can confirm bookings same day.