Update deal tech visit date from calendar event
Update deal tech visit date from calendar event
Your tech visit calendar events can miss deal context and notes, leaving crews underprepared. The CRM record is updated with visit time and project details so dispatch has correct information same day.
Overview
Calendar changes without deal context leave crews scrambling and increase no-shows or delays. This flow keeps the CRM and the event aligned, surfacing project details to crews so dispatch has accurate visit info the same day.