Create new sales deal from incoming property request
Create new sales deal from incoming property request
Your energy-label requests arrive without contact or deal records, so reps spend time reconciling submissions. Reps get full context to follow up the same day.
Overview
Incoming property energy-label inquiries become tracked CRM people and deals automatically, eliminating manual entry and restoring submission context. Reps get the information they need to schedule inspections and perform same-day outreach, tightening handoffs and response time.