Create or update vessel records from associated deals
Create or update vessel records from associated deals
Your deal's vessel data is trapped in CRM and not in your project tracker, leaving coordinators without specs or contact details for job prep. Ensure consistent vessel entries for same-day planning.
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Overview
Keep vessel data flowing from deals into your project tracker so coordinators and engineers always have specs and contacts at hand. Eliminate manual lookups and provide same-day vessel records for planning and scheduling.