Equip sales reps with latest property documents on leads
Equip sales reps with latest property documents on leads
Sales reps creating leads miss OVK, energy declaration and maintenance links, causing inaccurate outreach. Ensuring proposals include correct property records so reps can prepare informed outreach.
Overview
Sales reps lose deal momentum when they can't find property records, risking inaccurate proposals and missed opportunities. This workflow attaches the newest OVK, energy declarations, and maintenance plans to each new lead, eliminating manual file searches and ensuring proposals include correct property records.
Notable Features
- Attach latest Drive documents to lead
- Find newest OVK and declarations
- Update CRM lead record with links