Create work request from incoming lead for scheduling
Create work request from incoming lead for scheduling
Your web form leads arrive unstructured and sit outside scheduling, delaying bookings and customer follow-up. Create a work request and send a notification so schedulers can act same day.
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Overview
Leads coming from web forms should convert to scheduled work, not sit in an inbox. This workflow standardizes each submission into a client and work request and alerts schedulers so requests are actioned within minutes and avoid same-day gaps.