Add qualified retrofit leads to sales pipeline for follow-up
Add qualified retrofit leads to sales pipeline for follow-up
Your retrofit intake forms deliver unvetted prospects and missing property data, causing scheduling friction. You get prioritized, qualified lead records so reps can start outreach same day.
Overview
Unvetted retrofit leads slow outreach and clog your pipeline. This flow vets submissions, creates prioritized opportunity records, and logs them for reporting so reps can begin outreach the same day and managers can track intake.