Add accepted estimate contacts to marketing lead list

Your accepted estimates can leave new clients untracked, causing outreach and handoffs to stall. This adds the contact to your lead list so teams can follow up the same day.

Overview

Accepted estimates are one of your highest-intent signals — make sure those contacts don't slip into a project folder and never hear from marketing. Capture accepted-estimate contacts into your lead system, tag them for the right campaign, and enable project managers to follow up the same day.