Move project worksheet, update deal record and notify team
Move project worksheet, update deal record and notify team
New project worksheet files in your staging folder can sit unlinked and delay technician prep and client handoff. Files are moved and the deal is updated so coordinators can act the same day.
Overview
When project worksheets pile up in a staging folder, technicians and account managers wait on manual filing and miss dispatch windows. This flow moves the worksheet into the correct deal folder, updates the deal record, and posts a note so coordinators can act the same day.