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Create production lead entry and notify production coordinator

Create production lead entry and notify production coordinator

You miss approved jobs in your CRM, leaving production leads untriaged and lacking contact or address details. Assigned coordinators receive a tracker entry and email alert for same-day follow-up.

Create production lead entry and notify production coordinator

Overview

Stop leaving approved roofing jobs unassigned and undocumented. This flow captures each approved job, rotates assignment to a coordinator, records the lead in your tracker, and emails the owner so scheduling can start same day.

Create production lead entry and notify production coordinator