Capture marketplace leads as service clients for sales reps

Sales reps lose marketplace leads when contact/address go unlogged, causing missed jobs and delayed dispatch. Create client records from marketplace leads so sales and dispatch start follow-up.

Overview

Marketplace leads turn into missed jobs when contact and address details never make it into your service system. This workflow guarantees every marketplace lead becomes a client record so sales reps and dispatch start follow-up immediately, driving faster handoffs and zero missed follow-ups.

Notable Features

Create client records automatically
Attach contact and address details
Notify sales reps and dispatch