Update farm records when field schedule is confirmed

Your confirmed field schedules aren't reaching CRM customer records, leaving account managers without visit details. Keep customer records current so coordinators prepare and communicate ahead of visits.

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Overview

When confirmed visits live in operations but not in CRM, account managers are blind to upcoming site work and prep falls behind. This flow writes the confirmed schedule into the customer record and marks it scheduled so coordinators and account managers see visit details and act the same day.