Create lead items from funnel submissions to lead board
Create lead items from funnel submissions to lead board
You get funnel signups missing validated contact details, which delays site qualification and scheduling. Leads are validated and added to your project lead board for same-day follow-up.
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Overview
Unvalidated funnel leads create scheduling bottlenecks for project managers and installers, causing site qualification and dispatch to stall. This flow validates contact details, creates a prioritized lead in your project board, and forwards the lead to intake so teams can begin outreach same day.