Create operations record for deals when proposal sent

Your deals enter the proposal stage with no operations record, causing missed site prep. It delivers structured handoff rows to your operations sheet for same-day crew scheduling.

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Overview

When a proposal is sent, your field teams need a clear, consistent handoff; without it start dates and mobilization slip. This workflow captures the CRM deal row and writes a structured operations record so project coordinators can schedule crews same day and avoid avoidable delays.