Update deal when installation plan toggles bird protection
Update deal when installation plan toggles bird protection
Your install plans often omit the bird protection choice, leaving schedulers unprepared. This keeps the sales deal updated so installers arrive with correct parts and notes same day.
Overview
When install plans change, schedulers and account managers need up-to-date deal context to avoid missing parts and rework. This flow writes the customer's bird protection choice into the deal so crews arrive prepared and materials are staged same day.