Create tracked leads from sold job estimates for marketing
Create tracked leads from sold job estimates for marketing
Your sold job estimates aren't logged as leads, so outreach lacks job context and campaign attribution fails. Capture contact and invoice details into lead records for same-day follow-up.
Overview
When sold job estimates don't become tracked leads, campaign managers lose attribution and account executives lack the job context they need. This workflow creates conversion leads with contact and invoice details so teams can act with context and complete outreach same day.