Create work request with intake from pipeline lead
Create work request with intake from pipeline lead
You can't schedule crews when qualified leads lack intake details after stage changes, causing quoting delays. Create work requests with intake notes so teams can quote and schedule jobs same day.
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Overview
When pipeline-qualified leads don't convert into scheduled jobs, crews sit idle and quotes slip. This flow creates a work request with intake notes as soon as a lead hits the stage, so operations can quote and schedule same day.