Capture appointment leads with inspection dates into CRM
Capture appointment leads with inspection dates into CRM
Sales reps miss leads when appointment feeds don't create CRM contacts, leaving inspection dates out of pipeline. Add contacts and deals with inspection times so reps capture scheduled leads.
Overview
Missed appointment leads let inspection slots go cold and deals stall. Ensure every booking becomes a CRM contact and a deal with the inspection date attached, so sales reps get scheduled leads in their pipeline and response times drop dramatically.
Notable Features
- Create CRM contact and deal
- Attach inspection date to deal
- Notify assigned rep of new lead