Add new job leads to central leads sheet
Add new job leads to central leads sheet
Your new job records often never reach the leads workbook, leaving reps without contact or property context. The sheet gets updated automatically, so reps and schedulers can act the same day.
Overview
When new jobs are created, your reps need the contact and property context to win the estimate. This captures each job into a single leads sheet and normalizes phone and address fields so outreach and scheduling can happen the same day.