IT: Create dealer proposals from social leads instantly
IT: Create dealer proposals from social leads instantly
IT admins see social leads go unprocessed, causing dealer proposals to stall. The workflow creates a dealer proposal for each social lead, so sales reps can pursue prospects quickly.
Overview
Missed social leads cost dealer opportunities when proposals aren't created quickly. Turn every social lead into a ready-to-send dealer proposal and alert sales reps, so response times drop dramatically and manual entry is removed.
Notable Features
- Create dealer proposals from social leads
- Notify sales reps with lead details
- Populate proposal fields from lead data