Update CRM install details from site survey updates

You get site-survey updates missing install timing and placement details, leaving crews and schedulers without routing or battery location context. The deal is updated for same-day dispatch.

Update CRM install details from site survey updates

Overview

When install-plan details live only in project rows, crews and customers get conflicting information and dispatch falters. This flow writes survey-backed install timing and location into the deal so project managers and sales reps can prepare crews and confirm customers the same day.

Update CRM install details from site survey updates