Create new farm records and link to CRM
Create new farm records and link to CRM
Incoming farm records lack matching database entries, leaving visits unassigned and field teams without context. Create linked farm profiles so coordinators can schedule soil tests same day.
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Overview
When farm submissions arrive without matching records, scheduling and field readiness stall and coordinators lose time. This workflow creates a full farm profile and writes the operations record back to the source CRM, so coordinators can schedule soil tests and field visits the same day.