Business owners capture leads with floor plans attached
Business owners capture leads with floor plans attached
Business owners lose deals when inbound leads arrive without floor plans, delaying estimates. Create or update CRM leads with the floor-plan URL and alert sales reps for faster follow-up.
Overview
Leads without floor plans stall estimates and let competitors respond first. This workflow ensures every incoming lead in your CRM has the floor-plan link attached and notifies the assigned rep, so response times drop and proposals include full design context. Deploying this keeps sales focused on closing while manual follow-up disappears.
Notable Features
- Attach floor-plan URL to lead
- Search and update existing contacts
- Alert sales reps with attachment