Create duct cleaning lead, notify team, and email prospect
Create duct cleaning lead, notify team, and email prospect
Your referral leads arrive without job context, slowing estimate prep and dispatch. It captures lead details, creates a pipeline record, and emails your team and the prospect within minutes.
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Overview
Marketplace referrals often arrive without structured context, causing slow callbacks and missed same-day estimates. This workflow converts each referral into a tracked sales record, notifies your lead inbox, and emails the prospect so reps and dispatch can act within minutes.