Create or update opportunity in LeadConnector from new job schedule in Simpro, and link customer and quote
Create or update opportunity in LeadConnector from new job schedule in Simpro, and link customer and quote
Create or update opportunities in LeadConnector when a new job schedule is generated in Simpro. Ensure customer details and quotes are accurately linked for clearer reporting and faster onboarding.
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Overview
Create or update opportunities in LeadConnector when a new job schedule is generated in Simpro. Ensure customer details and quotes are accurately linked for clearer reporting and faster onboarding.