Create valuation booking records from online form submissions
Create valuation booking records from online form submissions
Your online valuation form submissions often have messy names, phone formats, and partial postcodes that stall agent assignment. It creates cleaned bookings so agents and coordinators can confirm visits same day.
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Overview
Incomplete valuation submissions force manual triage and slow confirmations, hurting responsiveness and agent utilization. This workflow converts form entries into cleaned, assigned valuation bookings and links them to the right agent within minutes, enabling coordinators to confirm visits same day.