Add new quote requests to CRM and email prospect
Add new quote requests to CRM and email prospect
Untracked solar quote submissions force reps to manually add leads and delay outreach. Capture and confirm each submission so reps can qualify and reply within minutes.
Overview
Uncaptured quote submissions turn into manual work and slow responses; this flow captures each web quote into your CRM and sends a branded confirmation so reps start qualification immediately. Expect prospects to receive confirmation within minutes and coordinators to have ready-to-action opportunities.