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Create sales opportunity and log new roofing deals

Create sales opportunity and log new roofing deals

Your modified service jobs lack matching sales entries, leaving reps without follow-up context. Capture opportunities and log them to a deals sheet for same-day follow-up.

Create sales opportunity and log new roofing deals

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Overview

When jobs change after marketing touches, reps need full contact and value context to close and schedule work. This flow creates opportunities and logs deal rows so sales and operations see the same info and can act for same-day follow-up.

Create sales opportunity and log new roofing deals