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Create site visit calendar events from deal stage

Create site visit calendar events from deal stage

Your installation jobs get no scheduled site visits when deals advance, leaving crews without date or address. Create calendar events with address and start times so crews have clarity same day.

Create site visit calendar events from deal stage

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Overview

When deals move into scheduling stages, crews often lack dates and address details, causing delays and missed installs. This flow creates calendar events with location and job context automatically, giving dispatch and installers clear work windows the same day.

Create site visit calendar events from deal stage