Add scheduled boiler jobs as leads to CRM

Your scheduled boiler installation jobs often lack customer contact details, delaying confirmations and technician prep. Create or update lead records so reps can confirm appointments same day.

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Overview

When scheduled boiler installs reach dispatch without usable contact info, reps waste time chasing missing details and confirmations slip. This flow turns those scheduled jobs into lead records so reps have phone and email context and can confirm appointments same day.