AR manager: route confirmed materials leads to operations

Accounts receivable managers see confirmed leads with blank source causing missed appointments and invoicing gaps. Push full contact and appointment details to field ops so crews and AR follow up quickly.

Overview

Blank lead sources create blind spots that delay crews and postpone invoicing. This workflow routes every confirmed materials lead with missing source into your field ops system and alerts AR, enabling faster handoffs and fewer missed follow-ups. Teams report cleaner records and reduced manual updates.

Notable Features

Create lead records in operations
Flag leads missing source
Notify AR and field crews