Create CRM leads from partner ads and assign regionally
Create CRM leads from partner ads and assign regionally
Unverified ad leads create duplicates and miss regional routing, delaying site visits and wasting estimator time. Route vetted leads to your CRM so reps can schedule inspections same day.
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Overview
Duplicate or out-of-area partner leads are costing estimator time and delaying bookings. This flow vets and routes incoming ad leads, creates clean CRM records, and assigns local reps so your team can schedule inspections and confirm availability same day.