Create verified quote lead and send confirmation email
Create verified quote lead and send confirmation email
Your quote submissions lack a verified CRM opportunity, leaving reps without job context for estimates. It creates a verified opportunity and sends a branded confirmation so reps can act the same day.
Overview
When online quote forms arrive unverified, reps lack the context to book site visits quickly. This workflow converts submissions into verified opportunities and sends a branded confirmation email, so estimators can schedule quotes the same day.