Add new leads to master database and notify owners

You get field and form leads with messy contacts and duplicates that stall outreach. Clean, deduplicated lead records let project managers reach prospects faster and confirm site visits same day.

Overview

Leads from field reps and web forms often arrive incomplete or duplicated, slowing estimator response and risking lost jobs. This flow creates clean, deduplicated master records so project managers can respond and schedule site visits the same day.