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Create opportunity onsite survey note and notify owner

Create opportunity onsite survey note and notify owner

Your onsite form responses don't reach the opportunity, leaving owners without mounting and hours details. It creates a CRM note, a Drive file and an email so owners can quote and schedule same day.

Create opportunity onsite survey note and notify owner

Overview

When onsite survey details never reach the opportunity, reps waste time re-keying and miss scheduling windows. This workflow attaches the full survey to the opportunity, stores a Drive copy, and notifies the owner so quoting and scheduling happen same day.

Create opportunity onsite survey note and notify owner