Create field lead from new project board item
Create field lead from new project board item
Your project board items often miss structured job info, leaving leads unassigned and crews lack site context. Create CRM leads automatically so dispatch and project managers have ready jobs same day.
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Overview
When new project requests land in your board without standard job data, dispatch can’t schedule crews. This flow converts board items into prioritized CRM leads and gives project managers assignable jobs the same day so crews start work sooner.