Create scheduled lead in CRM and notify ops
Create scheduled lead in CRM and notify ops
Your scheduled site leads arrive without clear assignment, so crews miss context and bookings are delayed. Crews receive assignment and visits are confirmed same day.
Overview
When field reps mark a lead as scheduled, this flow turns that event into a CRM lead and routes the appointment details to operations and sales so visits are assigned quickly. The result: crews get clear assignments and visits are confirmed same day.