Notify sales team of new smart view leads
Notify sales team of new smart view leads
New photovoltaic leads in your CRM can sit unseen, leaving prospects uncontacted and regional opportunities unqualified. It notifies account managers so they can act same day.
Overview
When regional solar leads appear in your CRM they need immediate attention or outreach windows close. This flow routes each new smart-view lead to account managers within minutes, so follow-up happens same day.