Marketing ops create customer, site, and quote records
Marketing ops create customer, site, and quote records
Marketing ops miss consults when forms need manual setup, delaying estimators. Customer, site and initial quote land in ops' queue so they receive ready projects and prioritize follow-up.
Overview
Manual setup between marketing and operations delays estimates and puts bookings at risk. This workflow converts consultation forms into complete customer, site and quote records so estimators receive project context quickly, enabling faster handoffs and far fewer manual setup steps.
Notable Features
- Create customer records from submissions
- Build site records with address
- Generate initial draft quotes