Create new sales lead from solar quote submission

Incoming solar quote submissions lack unified lead records and installation context, delaying site surveys. Capture submission details as lead items so schedulers assign visits and follow up same day.

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Overview

Stop letting solar quote answers sit in an inbox—convert each submission into a tracked lead with installation context so reps can act faster. Leads appear on your pipeline board with full remarks, enabling schedulers to book surveys and follow up same day.