Create lead records for project intake and triage
Create lead records for project intake and triage
Your incoming lead submissions lack structured contact and site details, causing triage delays and missed site visits. This adds clean lead records for project managers to triage and assign same day.
Overview
Incoming leads often lack the structure project managers need, which delays triage and scheduling. By capturing each submission as a clean CRM lead, you give project coordinators the context to assign and act same day, reducing missed site visits.