Create quote request record and notify local unit
Create quote request record and notify local unit
You get website quote requests that lack branch routing and a single tracking record, causing slow replies. Branches can reply and schedule visits same day because requests are routed and logged.
Overview
When website quote forms arrive untriaged, branches can miss requests and customers wait. This workflow routes each request to the right local team, sends the requester a confirmation, and logs the submission so branches can respond and schedule visits the same day.