Update solar project records from new project feed

Your solar project entries from the installer system often lack schedule and contract dates, leaving reps with incomplete handoff context. Keep CRM records current so sales ops can act quickly and report pipeline accurately within hours.

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Overview

When project records from your installer platform arrive without dates, reps lack timeline context and follow-ups get delayed. This flow keeps CRM project milestones, contract dates, and file links current so sales ops and founders see accurate status within hours for timely customer outreach.