For business owners: keep installer records linked to deals

Business owners see new installer records unlinked, causing manual reconciliation and slower handoffs between sales and operations. That creates accurate relationship context so teams coordinate faster.

Overview

Unlinked installer records force manual lookups and slow project handoffs. This workflow ensures every installer is attached to the correct deal and contact, eliminating reconciliation work and enabling faster coordination between sales and operations.

Notable Features

Attach installer to related deal
Link contact based on deal
Notify sales and ops instantly