Add estimate requests to lead sheet for estimators

Estimate form submissions lack regional tags and sit unassigned, delaying site bookings. They are added to a prioritized leads sheet so reps can triage and schedule visits same day.

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Overview

Untagged estimate requests create scheduling delays and missed opportunities; this flow normalizes region data and funnels qualified requests into a prioritized leads sheet. Your reps and estimators can triage and book site visits same day, reducing booking latency and improving response consistency.