Add quote form leads to marketing list and notify staff
Add quote form leads to marketing list and notify staff
Your custom-quote form submissions land in email without regional routing, forcing manual list adds and slower follow-up. They are added to your marketing list and staff are alerted for same-day follow-up.
Overview
When a prospect requests a custom quote, this flow ensures the submission is routed, acknowledged, and added to your marketing list without manual imports. That reduces manual steps and gets coordinators alerted for same-day follow-up and faster quoting.