Add survey leads to CRM for project coordinators
Add survey leads to CRM for project coordinators
Your survey signups miss structured contact and address details, delaying crew dispatch and quoting. It gives project coordinators contact and address details ready for scheduling same day.
Overview
When site-survey submissions arrive without structured contact and address data, scheduling stalls and crews wait. This captures each submission as a contact with address and survey notes, so project coordinators can book and dispatch crews the same day.