Set project to schedule installation and attach quote
Set project to schedule installation and attach quote
When a won deal omits the final quote, your schedulers lack booking context. The workflow sets the project to schedule installation and attaches the quote so teams can book same day.
Overview
Closed-won deals should flow cleanly into operations — not into manual lookups. This flow moves the final quote into the project record and flips status to scheduling so your operations team can confirm installs and book crews the same day.