Update CRM deal when a site inspection completes
Update CRM deal when a site inspection completes
Your deals miss inspection context when site inspections post without CRM updates, leaving reps unprepared. It appends notes and advances deal stage so reps see status within minutes.
Overview
When site inspections finish, the CRM should reflect that work immediately so reps and ops aren't working from stale data. This flow writes inspection notes and advances the deal stage within minutes so follow-up and billing tasks happen on time.