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Create inspection leads from confirmed pipeline stage now

Confirmed leads stay in marketing without appointment details, causing missed inspections and extra work for schedulers. It sends inspection-ready lead records to estimators and schedulers same day.

Create inspection leads from confirmed pipeline stage now

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Overview

If confirmed leads sit in marketing without appointment context, estimators and schedulers spend time chasing details and bookings slip. This flow creates inspection-ready lead records and assigns the right owner so crews get booked and billing can begin the same day.

Create inspection leads from confirmed pipeline stage now