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Create sold estimate review task for office reviewer

Create sold estimate review task for office reviewer

Sold estimates without a verification task leave paperwork incomplete and schedules uncertain. This creates a reviewer task so paperwork is checked and next steps scheduled same day.

Create sold estimate review task for office reviewer

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Overview

When sold estimates don't generate a follow-up, paperwork and scheduling slip and installs get delayed. This flow turns each sold estimate into a reviewer task assigned to your office coordinator so paperwork is checked and next steps are scheduled the same day.

Create sold estimate review task for office reviewer