Overview:
When a client accepts an estimate, moving the opportunity to Estimate Accepted triggers automations that convert the lead into a customer and ensure scheduling for the job.
1. Actions Triggered:
Tag Updates: The lead tag is removed and replaced with an approved tag. The contact type is updated from lead to customer.
User Notification: The assigned user is notified of the status change.
2. Task Assignment:
A task is assigned to schedule the job, preventing any leads from being forgotten or unscheduled.