Create CRM deal from property charge calculator submission
Create CRM deal from property charge calculator submission
Your charge calculator submissions arrive without CRM context, leaving reps unable to prioritize address-based leads. They become CRM people and deals with estimate context for same-day outreach.
Overview
When your site’s charge calculator returns results, reps often get cold leads without context. This flow converts each submission into a CRM person and deal with the estimate and address attached, so reps can follow up same day and prioritize high-opportunity prospects.