Capture new construction projects into your sales table

Sales managers miss bids when external projects never land in the internal table. This workflow records new projects into your project table so sales managers assign follow-up quickly.

Overview

Construction sales managers lose bids when new projects aren't captured reliably. This workflow ensures every external project becomes a record in your internal project table, eliminating manual entry and enabling immediate follow-up. Expect faster response times and far fewer missed opportunities.

Notable Features

Create project records in database
Notify sales managers of new projects
Assign follow-up tasks to reps