Create service and training task for closed deals

When deal records don't spawn servicing or training tasks, your field teams lack context and start dates slip. Route and create service and training tasks so crews get clear assignments same day.

Overview

Stop letting deal handoffs become scheduling delays; this flow creates templated service and training tasks and routes them to the right project so coordinators can allocate crews the same day. You’ll gain predictable assignments and reduce start-date slippage across field work.