Update CRM deal stage when installation is booked
Update CRM deal stage when installation is booked
Queued installation bookings aren't in CRM deals, breaking attribution and outreach. Keep deal stages and booked dates current so marketing ops have accurate reports same day.
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Overview
When field bookings don't update the CRM, campaign attribution and automated post-sale journeys fall apart. This flow writes booked dates and supplier job references back into the deal record, giving marketing ops same-day pipeline accuracy and reliable reporting so campaigns and nurture sequences run on schedule.