Add new lead contacts as service clients for scheduling
Add new lead contacts as service clients for scheduling
Your review leads aren't added to the client list, leaving dispatchers without booking-ready info and slowing scheduling. Add those leads to clients automatically so dispatchers can create jobs same day.
Overview
When review-driven prospects never reach your scheduling system, dispatchers waste time and bookings stall. This flow ensures new reputation leads populate the client list automatically so dispatchers and sales ops can create jobs the same day and avoid manual entry delays.