Update project tracker when deals reach configured stage
Update project tracker when deals reach configured stage
Deal stage changes for solar land leads aren't mirrored in operations trackers, delaying site scheduling. It updates trackers and the master database so coordinators can schedule same-day assessments.
Workflow preview:
Zap details:
Overview
If deal-stage changes from CRM aren't reaching operations, site scheduling stalls and crews sit idle. This flow turns stage updates into immediate tracker and master-database updates so program coordinators can schedule assessments and act same day.