Help sales directors attach inspection checklists to new deals

Sales directors lose momentum when deals lack inspection checklists, causing missed site assessments and handoff confusion. Attach a checklist link to each new deal so field crews get instructions fast.

Overview

Missing inspection checklists stall field handoffs and put projects at risk. By attaching a checklist link to every new deal record, sales directors ensure field crews receive instructions immediately, eliminating missed instructions and speeding handoffs.

Notable Features

Attach checklist links to deals
Create a shareable short link
Notify sales and field staff