Update deal records from outdoor sign‑off form submissions
Update deal records from outdoor sign‑off form submissions
Your sign‑off surveys lack consistent photos and install dates, leaving coordinators unsure of completion. It updates deal records with images, dates, and actions so teams resolve issues the same day.
Overview
When sign‑off forms arrive without structured evidence, installers and coordinators waste time chasing photos and dates. This flow writes verified images, install dates, serial lists, and next actions directly into the deal so field teams and account managers can resolve or schedule follow‑ups the same day.