Add new CRM leads to partner intake system
Add new CRM leads to partner intake system
Your pipeline opportunities going to partners lack context and delay site surveys. The workflow sends essential lead details to partner intake so surveys can be booked same day.
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Overview
When opportunities meant for partner follow-up don't reach intake, scheduling and installation timelines slip and field teams waste time gathering missing context. This flow routes each qualifying opportunity to partner intake and timestamps the handoff, enabling same-day survey booking and clearer dispatch planning.