Update deal with groundworks survey and site photos
Update deal with groundworks survey and site photos
Your groundworks surveys aren't logged to deals, leaving coordinators and reps without completion dates or site photos. It updates deals with dates, photos and notes for same-day scheduling.
Overview
When groundworks surveys don't land on deal records, coordinators and reps lack the evidence needed to schedule installs or close handoffs. This ties submission dates, photos and notes directly to the deal so sales and operations can act with full context for same-day or next-shift scheduling.