Update deal scheduling and ETA when stage changes
Update deal scheduling and ETA when stage changes
Deals miss rescheduled dates and ETAs when a booking stage changes, disrupting site planning and client comms. It fills and formats date and ETA fields for clear schedules and same-day client updates.
Workflow preview:
Zap details:
Overview
When a lead becomes booking-ready, inconsistent reschedule dates and ETAs create rework for crews and frustrate clients. This flow auto-formats dates and writes ETAs back to the deal so your project managers see accurate schedules and clients get same-day timing updates.