Create service request from ad lead and log to table
Create service request from ad lead and log to table
Your ad lead submissions lack scheduling context, causing site visits and quotes to be delayed. It creates a client and work request, notifies your office, and logs the lead for same-day follow-up.
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Overview
Make every ad lead actionable the moment it arrives so your office can schedule quotes without manual handoffs. Leads become client records and work requests, giving your team same-day visibility for follow-up.