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Create new sales opportunity from online quote form

Create new sales opportunity from online quote form

Your boiler quote submissions arrive untracked, leaving sales without customer context and slowing response. Capture each submission as an opportunity so reps can prioritize replies same day.

Create new sales opportunity from online quote form

Overview

Untracked quote submissions mean lost bookings and slow follow-up. This flow captures every online quote as a CRM opportunity, notifies your intake coordinators, and logs the lead so reps can act same day and reduce missed bookings.

Create new sales opportunity from online quote form