Update deal stage from sales and tech checks
Update deal stage from sales and tech checks
Your deal records miss sales and tech check results, leaving installations unprepared and handovers unclear. It logs outcomes and action items so coordinators and technicians see updated status today.
Overview
When field sales and technicians submit check results, deal handovers can stall and installations get delayed; this flow captures those results and writes stage updates and notes back into the deal record. That keeps sales ops, project coordinators, and technicians aligned and ensures updated status is visible the same day.