Add configurator leads to a lead sheet and notify team
Add configurator leads to a lead sheet and notify team
Configurator submissions can go unrecorded, leaving quote requests untracked. They are logged to a lead sheet and coordinators notified for follow-up within two business days.
Overview
Configurator leads are high-intent but often drop between form and follow-up, delaying quotes and frustrating retail coordinators. This flow captures each submission into a central lead sheet and routes opt-in requests to coordinators so they can respond within two business days.