Create commercial prospect and note from quote submission
Create commercial prospect and note from quote submission
Your commercial quote submissions arrive untracked and lack a prospect record or owner for follow-up. They get a prospect, an assigned owner, and an intake note so agents can quote same day.
Overview
When commercial quote requests arrive from your website, agents lose time copying details into the agency CRM; this flow captures the submission, creates a prospect, assigns an owner, and attaches intake notes. It gets leads into the quoting queue within minutes so agents can start outreach the same day.