Create CRM leads from instant quotes and assign owner
Create CRM leads from instant quotes and assign owner
Your instant quote calculator captures prospects without linking to sales records, leaving bids and pickup info unassigned. They become CRM leads and are routed to owners for follow-up within minutes.
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Overview
If your instant-quote calculator produces leads that don’t land in CRM, reps miss follow-up and potential deals stall. This flow captures each submission as a lead and routes it to an owner, enabling reps to act within minutes.