Add estimate form responses to sales pipeline board
Add estimate form responses to sales pipeline board
Your estimate form rows sit untriaged in a sheet, leaving sales blind to leads. Adds lead items with owner, cleaned phone, and source so reps can start outreach same day.
Overview
Incoming estimate requests often sit in spreadsheets and go uncontacted; that costs time and opportunities. This flow turns each qualifying row into a pipeline item with a cleaned phone, source, and assigned owner so reps can act the same day.