Create new job lead and folder from inquiry email
Create new job lead and folder from inquiry email
Your inquiry emails hide contact and project details, so reps can’t qualify or quote quickly. Get contact records, customer entries and an assigned task so leads are actioned same day.
Overview
Inbound inquiry emails often contain project details buried in prose, leaving reps scrambling to qualify and quote. This flow turns those messages into contact and client records, a project folder and an assigned task so ops can deliver quotes and schedule visits same day.