Set opportunity installation status from project record updates
Set opportunity installation status from project record updates
Project installation updates don't reach opportunities, leaving crews with stale status. It keeps opportunity installation status current so crews and schedulers act on accurate data same day.
Overview
When installation status lives in project records but not on opportunities, field teams and sellers lose alignment and schedules slip. This flow pushes installation updates into opportunity records so sales and project coordinators share current status, enabling same-day scheduling and fewer missed installs.