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Create install ticket from closed-won deal for schedulers

Create install ticket from closed-won deal for schedulers

Your closed-won deals lack consolidated install details, forcing schedulers to chase quotes and site photos. This creates a ticket with BOM and project links so installs are scheduled same day.

Create install ticket from closed-won deal for schedulers

Overview

When deals close, schedulers shouldn't be hunting for BOMs, quotes, or project photos. This flow creates a complete install ticket with BOM and project links immediately at close, so operations can see context and schedule installs same day.

Create install ticket from closed-won deal for schedulers