Create install opportunity record from new install request
Create install opportunity record from new install request
Your install requests arrive untracked, leaving coordinators without a record to triage. The workflow creates a centralized opportunity record so teams can prioritize and hand off same day.
Overview
Untracked install requests create friction and slow delivery handoffs. This flow captures each incoming request into a central table so program coordinators have a single place to triage and prioritize, enabling same-day handoffs to delivery teams.