Create installation enquiry when lead status becomes booked
Create installation enquiry when lead status becomes booked
Your booked lead details often stay in the CRM and don't reach schedulers or installers. Create a complete enquiry record so schedulers have appointment and contact details to confirm visits same day.
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Overview
Leads marked as booked often leave schedulers scrambling and installers underprepared; this flow captures those leads as enquiry records and forwards appointment details immediately. That reduces scheduling gaps and helps confirm visits same day.