Pin the site on the opportunity

The tab is one long page in five blocks: the customer header, the coordinates, the map, the link and QR code, and the link importer. Nothing on it is required and none of it touches the price. It exists so that a request leaves the opportunity with the site already located.

Two smart buttons at the top of the form, Customer Location and Get Directions, do the same as Open in Maps and Get Directions. They appear only when the opportunity or its customer has a pin.

Saving a changed pin does three things at once. It writes a note in the chatter, Location Updated, with the new coordinates and the previous ones, or (First time setting location). It copies the coordinates onto every quotation and order linked to this opportunity, even those whose own location is locked, because the opportunity is the master. And every technical request created from the opportunity from then on starts with these coordinates, which is what the survey team receives with the request.

The pin flows one way. Changing it here never changes the customer's own record unless you press 💾 Save to Customer, and a change on the customer's record does not move the opportunity until you press 🔄 Refresh from Customer.

It feeds two other places. Find every customer or opportunity within a distance of a point searches on these coordinates, and the Delivery Location tab on a quotation shows the copy the quotation received.

On the pipeline in list view, select opportunities and choose Geocode Selected Opportunities from the Actions menu. It copies each customer's pin when there is one and looks up the address for the rest, one request per second, and stops before the request would time out. The summary reads Successfully geocoded 3 out of 5 opportunities. and says how many were left untouched for a second run.

The tab is missing: the record is still a lead. Convert it to an opportunity.

Everything under the header is hidden and the tab reads No Customer Linked: set the Customer on the opportunity first.

🔄 Refresh from Customer finds nothing: the customer has no pin and the address is too vague for the lookup. Place the marker by hand or paste a link.

📍 Extract Coordinates from URL fails: the link carries no coordinates, which is common for links to a search result rather than a place. Open the place in Google Maps, right-click it, copy the coordinates and type them into Latitude and Longitude.

Location is locked! Please unlock it first to make changes.: press Locked on the map to unlock it, then move the pin.

A quotation shows a different pin from the opportunity: it was created before the pin was set. Move the pin on the opportunity and save, and the quotation follows.