Sales ops: set project milestones from install date
Sales ops: set project milestones from install date
Sales ops enter install dates inconsistently, causing procurement and manufacture deadlines to slip. Calculated milestones populate from the install date so procurement and install teams start on time.
Overview
Sales ops in mechanical engineering risk missed procurement and manufacture deadlines when milestone dates are inconsistent. This workflow derives all procurement, manufacture, site measure, and install deadlines from the expected install date so downstream teams get clear handoffs and fewer missed deadlines.
Notable Features
- Populate milestone dates from install
- Calculate procurement and manufacture deadlines
- Notify ops and sales ops on changes