Update property project record when floor plan requested
Update property project record when floor plan requested
Your CRM opportunity floor-plan requests fail to update your project database, delaying design assignments and scheduling. You get updated project records for coordinators and designers the same day.
Overview
When opportunity flags for a floor-plan request don't reach your project DB, coordinators and designers can't schedule work and deadlines slip. This flow keeps the project record current and pushes requests to operations within minutes so scheduling and fulfillment happen the same day.