For recreation owners: keep locate status always updated

Recreation facility owners miss locator emails, leaving opportunities unflagged and causing scheduling delays. CRM records update with locate notes so field staff have current job context.

Overview

Owners risk scheduling chaos when locator notices aren't tied to opportunities. This workflow routes locator emails into the CRM, updating locate status and notes so field coordinators and sales reps always see accurate job context and avoid missed actions.

Notable Features

Match locator emails to opportunities
Update opportunity locate status
Add locator details to notes