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Create customer record from new lead and tag source

Create customer record from new lead and tag source

Your new leads arrive without customer profiles, leaving schedulers scrambling and visits delayed. Coordinators get complete customer profiles and can dispatch work the same day.

Create customer record from new lead and tag source

Overview

Leads frequently arrive without usable customer records, which blocks schedulers and delays dispatch. This flow captures incoming lead details, writes them into your booking system, tags the source, and surfaces records so coordinators can prepare and dispatch crews the same day.

Create customer record from new lead and tag source