Create CRM lead from new estimate records automatically
Create CRM lead from new estimate records automatically
When estimates are created in your job management system, leads can slip from tracking and proposals go unaddressed. It captures contact and estimate details so your reps can follow up the same day.
Overview
Estimates that never make it into your CRM become cold opportunities and slow crews from getting paid. This flow captures estimate contacts and context into your lead system so reps can act with full context and follow up the same day.