Notify team of deal stage changes with customer details
Notify team of deal stage changes with customer details
Your lead and job updates aren't visible to crews, causing missed context and scheduling delays. Post customer and stage details to your team so schedulers prepare visits same day.
Overview
When deal stages change without visibility, crews arrive unprepared and schedules slip. This posts customer and job context into your team channel so schedulers and crews are ready within minutes of the update.