Create field lead records and schedule storm jobs
Create field lead records and schedule storm jobs
Your storm appointment submissions lack consistent fields, causing duplicates and unclear job details. It creates a lead and schedules the job so dispatchers get actionable records same day.
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Overview
Inbound storm appointment submissions often arrive inconsistent and cost valuable same-day jobs. This flow turns each submission into a standardized CRM lead and a scheduled field job, so dispatchers and campaign managers get actionable records and crews can be assigned same day.