Business owner: capture booked leads and create estimates
Business owner: capture booked leads and create estimates
Business owners miss follow-ups when estimate bookings don't create leads, causing delayed proposals and deals to stall. It creates or updates leads and generates estimates so reps follow up quickly.
Overview
Booked estimate appointments often fall through the cracks and let deals stall. This workflow ensures every booking creates or updates a lead and generates a ready estimate, giving sales reps a proposal to send and eliminating missed follow-ups.
Notable Features
- Create or update lead records
- Generate estimate from booking
- Notify sales reps for follow-up