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Create lead board item from new estimate for follow-up

Create lead board item from new estimate for follow-up

Your new estimates aren't tracked as leads, leaving reps without context for qualification or scheduling. It creates structured lead records for reps and dispatch so follow-up happens same day.

Create lead board item from new estimate for follow-up

Overview

Incoming estimates are often untriaged, leaving scheduling and follow-up to chance; your reps need organized leads to act. This flow converts every new estimate into a board lead, assigns ownership, and surfaces timelines so follow-up occurs same day.

Create lead board item from new estimate for follow-up