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Create install ticket when deal moves to paid

Create install ticket when deal moves to paid

Your closed-won deals can miss install details, forcing coordinators to hunt for parts and timing. It creates a complete install ticket so coordinators can schedule and prepare the job same day.

Create install ticket when deal moves to paid

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Overview

When paid deals stall between sales and service, installers lack parts and timing and jobs slip. This flow turns closed-won deals into complete install tickets with parts links and contact availability, so coordinators can schedule and prep jobs the same day.

Create install ticket when deal moves to paid