Create quote request record and notify local office
Create quote request record and notify local office
Your website quote requests arrive unassigned, leaving branch teams without context and delaying responses. It records each lead and notifies the right local office so follow-up happens same day.
Overview
Website quote requests often land unassigned and stall local follow-up; this flow captures each submission, records it in your lead log, and alerts the right branch within minutes. The result: branch managers get full customer context and can act to schedule or quote same day.