Add new project lead from spreadsheet row to CRM
Add new project lead from spreadsheet row to CRM
Your intake spreadsheet rows for window projects often arrive without routing, leaving jobs unassigned and installers idle. You get leads routed to intake and assigned to schedulers the same day.
Overview
When intake rows sit idle your schedulers and installers lose visibility and bookings get delayed. Route new spreadsheet lead rows into your intake endpoint and map the contact plus job details so project managers can assign work the same day.