Business owners keep lead tracker aligned with estimates
Business owners keep lead tracker aligned with estimates
Business owners lose sync between booked estimates and the lead tracker, causing missed handoffs. Lead tracker rows update when estimates are scheduled so sales and ops assign crews.
Overview
Missed scheduling handoffs leave crews idle and delay jobs. Keeping your lead tracker aligned with calendar bookings ensures sales and operations prioritize follow-up, eliminate missed handoffs, and assign crews reliably.
Notable Features
- Update lead tracker rows
- Notify sales and operations
- Flag scheduled estimates for follow-up