Business owners: route property prospects to matched installers
Business owners: route property prospects to matched installers
Business owners watch property leads pile up, letting prospects slip to competitors. It tags prospects with eligibility and installer matches, updating your CRM so sales reps prioritize outreach.
Overview
Manual qualification lets prospects cool and competitors respond first. This workflow enriches CRM contacts with property eligibility and matched installer recommendations, so sales reps know who to pursue first. Expect faster response times and zero missed follow-ups.
Notable Features
- Tag prospects with eligibility categories
- Match prospects to recommended installers
- Update CRM records and assign owners