Update project install dates on CRM deal record
Update project install dates on CRM deal record
Your install dates in the project tracker can drift after edits, causing missed handoffs and late customer notices. It aligns deal install dates so coordinators can prepare customers ahead of installs.
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Overview
Keep solar install schedules synchronized between your project tracker and CRM so coordinators and sales always work from the same planned dates. That reduces last-minute scheduling conflicts and ensures crews and customers are prepared ahead of installation.