Assign roofing leads to reps and notify team
Assign roofing leads to reps and notify team
New job leads in your roofing jobs system without a matching work type leave reps unassigned and estimates delayed. This assigns the right rep and notifies leads so jobs are triaged same day.
Overview
Manual lead triage ties up dispatchers and delays estimates. This workflow assigns new job leads to the right field rep and notifies your leads inbox so teams can triage work the same day and reduce manual handoffs.