Create service plan deals from incoming lead submissions
Create service plan deals from incoming lead submissions
Leads arrive with missing contact or address details, delaying follow-up. It creates a contact, opens a service-plan deal, and adds request notes for same-day rep action.
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Overview
Web leads for service plans often come incomplete and sit idle while someone chases details; this flow turns each submission into a contact, a service-plan deal, and a consolidated note so reps can act same day. For a small solar install team, that means faster triage, clearer handoffs, and fewer missed scheduling opportunities.