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For solar sales reps: Respond to new campaign leads

For solar sales reps: Respond to new campaign leads

Sales reps lose solar campaign leads when form submissions go unseen, letting prospects cool. Notifications deliver contact and project details to reps, so they follow up quickly.

For solar sales reps: Respond to new campaign leads

Overview

Solar leads cool fast when submissions slip through inboxes — and lost follow-ups mean missed projects. This workflow routes every solar form submission to the right sales rep and creates a CRM lead so reps follow up quickly and manual handoffs disappear.

Notable Features

  • Send instant lead notifications to reps
  • Attach full project details to alerts
  • Create lead record in CRM

For solar sales reps: Respond to new campaign leads