Capture leasing inquiries for sales reps, prioritize credit
Capture leasing inquiries for sales reps, prioritize credit
Sales reps lose leasing prospects when form leads miss financing details, stalling credit checks. Create leasing requests in CRM with financing info so reps can prioritize credit checks and follow up.
Overview
Leasing leads slip away when financing details are missing, stalling credit reviews and follow-ups. This workflow turns every web inquiry into a complete leasing request in your CRM so reps can prioritize credit evaluation and act quickly. Customers report faster response times and fewer missed follow-ups.
Notable Features
- Create detailed leasing requests in CRM
- Route high-priority leads to reps
- Attach financing details for credit checks