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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.

Set opportunity installation status from project record updates

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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.

Set opportunity installation status from project record updates