Create CRM lead and send welcome packet link
Create CRM lead and send welcome packet link
Your bathroom quote requests lack standardized details, causing missed callbacks and slow responses. It creates a CRM lead, shortens a welcome PDF link, and sends an SMS so reps can call same day.
Overview
Bathroom enquiries often arrive incomplete, delaying callbacks and cooling interest. This workflow captures each submission as a CRM lead, generates a short welcome PDF link, and notifies sales by SMS so reps can call same day and close faster.