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Create lead board item from valuation form submissions

Create lead board item from valuation form submissions

Your valuation form submissions arrive untracked, leaving reps without mileage or contact context. Leads go to your intake board and get a confirmation email within 24 hours.

Create lead board item from valuation form submissions

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Overview

Stop losing momentum when appraisal requests arrive — capture full contact and mileage details directly into your intake board. This turns raw submissions into prioritized lead items and issues an immediate confirmation email, so reps can act within 24 hours.

Create lead board item from valuation form submissions