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Create field sales lead when consult is scheduled

Create field sales lead when consult is scheduled

Your consults rarely reach your landscape management system, leaving crews with missing contact and site info. Automatically create leads so crews have full details before the first visit.

Create field sales lead when consult is scheduled

Overview

When consults move to the scheduled stage, crews and coordinators need full contact and project context immediately. This flow creates CRM leads and pushes project notes to your contractor system so teams receive complete details within minutes and before the first visit.

Create field sales lead when consult is scheduled