Create deal and contact from website lead submissions
Create deal and contact from website lead submissions
Your web lead details arrive unstructured, causing missed site visits and delayed estimates. Capture contacts, create a deal, and add intake notes so your sales team can follow up same day.
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Overview
Unstructured web leads are the reason site visits are missed and estimates get delayed; this flow captures the contact, opens a deal, and pins intake notes for the owner and reps. That means a ready deal and context for follow-up the same day, so quoting and scheduling happen faster.