Add net savings calculator link to company record
Add net savings calculator link to company record
Your company records lack quick ROI context when leads arrive with fuel and mileage data. Add calculation results to the record so reps can qualify and act the same day.
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Overview
Leads with fuel and mileage data often reach reps without ROI context, slowing qualification. This flow generates a calculation sheet, extracts a cleaned net-savings figure, and writes it back to the company record so reps can prioritize and act the same day.