Create lead records from finished calls for estimators
Create lead records from finished calls for estimators
Your completed calls don't create trackable lead records, leaving estimators without caller context or campaign attribution. Leads are logged with client lookup so coordinators can act same day.
Overview
When inbound calls don't land in your CRM, estimators lack context and revenue slips through the cracks. This workflow captures completed calls, links them to client records, and logs the lead so coordinators can follow up the same day.