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Project managers capture marketplace leads as job cards

Project managers capture marketplace leads as job cards

Project managers miss marketplace leads when inquiry emails get lost in busy inboxes. Sending each lead to your Homes Services board as a job card makes triage faster and prevents missed follow-ups.

Project managers capture marketplace leads as job cards

Overview

Marketplace lead emails often get buried, delaying triage and costing opportunities. This workflow converts each lead email into a job card routed to sales and project management, eliminating missed follow-ups and enabling faster handoffs. The result is cleaner lead intake and dependable assignment so prospects are acted on promptly.

Notable Features

  • Create job cards from email
  • Notify sales and project managers
  • Attach lead details and files

Project managers capture marketplace leads as job cards