Update deal vehicle data when a product is linked
Update deal vehicle data when a product is linked
Deal records miss vehicle details when a product is linked, causing manual lookups. It populates vehicle fields on the deal so project managers and reps have context before delivery.
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Overview
When linked products don't surface vehicle details, project teams and reps waste time on manual lookups and schedules slip. This flow pushes product vehicle data straight onto the deal so your project managers and sales reps get full context within minutes, reducing prep time before inspections and delivery.