Post qualified solar leads to partner distribution system
Post qualified solar leads to partner distribution system
Your CRM leads from select sources aren’t shared with partner channels, leaving owners without vetted prospects. Teams can contact prospects and start outreach the same day.
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Overview
Qualified solar leads should flow to partners the moment they meet readiness criteria instead of requiring manual copy-and-paste. This workflow posts vetted leads to the partner intake endpoint and flags the CRM record so founders and reps can begin outreach the same day.