Update project record when lead is marked sold
Update project record when lead is marked sold
Your sold leads leave job records missing estimates and discounts, delaying scheduling and billing. Populate jobs table fields so project managers can schedule and invoice same day.
Overview
When a lead is marked sold, crews and billing need accurate job details immediately. This flow pushes final estimates, discounts, and status into your jobs table so project managers can schedule and invoice the job the same day.