Update CRM install details from site survey updates
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.
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.