Create proposal lead when job is priced and ready
Create proposal lead when job is priced and ready
Your priced job projects lack CRM entries, causing missed proposal follow-ups and unclear ownership. Create leads and assign owners so reps can start outreach same day.
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Overview
Priced jobs that only live in project photos often slip through the cracks and delay proposals. This flow turns any project marked priced into a CRM lead and assigns a clear owner so your sales team can start outreach same day.