Create HVAC lead records and estimate tasks for reps
Create HVAC lead records and estimate tasks for reps
Your paid social lead submissions often contain inconsistent fields and no routing, leaving reps without context for estimates. It logs leads and creates opportunities so reps can follow up same day.
Overview
Paid social leads arrive fast and often without routing, which leaves field reps underprepared and slows bookings. This flow captures each submission into your lead log and CRM so reps get context and can follow up same day to secure estimates.