Create new lead in Freshsales from completed site assessment details
Create new lead in Freshsales from completed site assessment details
Create new leads in Freshsales Classic when a site assessment is completed. Capture and format all relevant customer and assessment details for faster onboarding and improved sales tracking.
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Overview
Create new leads in Freshsales Classic when a site assessment is completed. Capture and format all relevant customer and assessment details for faster onboarding and improved sales tracking.