Create diminished value leads in your lead table
Create diminished value leads in your lead table
Your estimator submissions arrive without full contact context, delaying outreach and slowing claim intake. Leads are routed to your lead table for follow-up so intake staff can respond same day.
Overview
Estimator submissions often arrive without the contact context intake staff need, causing delayed follow-ups. This workflow captures those submissions into a single lead table and routes them for same-day intake so your owner and intake staff can respond promptly.