Add live chat leads to project intake sheet
Add live chat leads to project intake sheet
Your live chat lead submissions go untracked, leaving project teams unable to schedule estimate visits. Get leads into your intake sheet so coordinators can act same day.
Overview
Missed or scattered chat leads slow down estimates and force manual handoffs. This flow promises a reliable intake stream—delivering chat-derived leads to your project sheet within minutes so coordinators can convert inquiries into same-day site visits.