Add new lead board item from pipeline change
Add new lead board item from pipeline change
Your pipeline stage changes leave painting requests off the leads board, delaying estimates and scheduling. Your office sees complete lead context and can act within minutes.
Overview
When stage changes in your marketing system go untracked, estimators and schedulers lose time and jobs slip. This flow automatically creates a complete lead item on your operations board so your office sees contact and service context within minutes and can assign work quickly.