Create lead and customer record from website booking
Create lead and customer record from website booking
Website service requests miss CRM entry, stalling follow-up and leaving vehicle prep without customer info. Automatically add contacts and notes so advisors follow up and prep vehicles same day.
Overview
When website booking requests don't become full records, advisors waste time chasing details and bookings slip. This flow creates customer profiles and marketing contacts automatically so service advisors can confirm and prep vehicles same day.