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Create job setup row for won client deals

Create job setup row for won client deals

Your won deals in the CRM often miss admin handoffs, delaying site survey scheduling and mobilisation. This adds a job row to a central sheet so coordinators can start prep and scheduling same day.

Create job setup row for won client deals

Overview

Won deals often stall in handoff, delaying surveys and mobilisation and creating admin rework. This flow routes closed deals directly into a central job sheet so coordinators receive complete job rows and can start scheduling same day.

Create job setup row for won client deals