Update deal record with battery site survey details

Your site survey responses live in the form, leaving sales and field teams to chase photos and install constraints. It appends answers and images to the deal for same-day quoting and scheduling.

Overview

Field surveys frequently arrive disconnected from deals, which slows quoting and forces teams to chase photos and safety notes. By appending survey answers and images directly to the deal record, account executives and field ops get the context they need for same-day quotes and scheduling.