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Update sales deal from field survey submission and log note

Update sales deal from field survey submission and log note

Unprocessed field survey submissions leave your deal records incomplete and delay install planning. Keep deals updated so reps and coordinators can follow up and schedule installs the same day.

Update sales deal from field survey submission and log note

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Overview

Field survey responses often sit unprocessed and leave deals missing install context, which slows scheduling and frustrates reps and operations. This flow writes survey data into the deal and logs a consolidated note so reps and coordinators can follow up and schedule installs the same day.

Update sales deal from field survey submission and log note