Add incoming marketplace leads to tracking sheet and route
Add incoming marketplace leads to tracking sheet and route
Your replacement window leads arrive without routing or homeowner context, delaying outreach and costing conversions. The workflow records and routes each lead so reps can contact homeowners same day.
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Overview
Incoming marketplace lead streams often arrive without routing or homeowner context, causing delays and lost quotes. This flow captures each submission, timestamps and stores it, and forwards qualified leads to buyers so reps can initiate outreach the same day.