Send 10-year opportunity alerts to sales chat room
Send 10-year opportunity alerts to sales chat room
You miss replacement opportunities when scheduled service jobs tagged as 10‑year prospects aren't surfaced to sales and estimators. Get timely alerts so teams can pursue upsells same day.
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Overview
When 10‑year replacement chances sit hidden in scheduled jobs, field revenue slips through the cracks. This flow surfaces tagged jobs into your sales chat so estimators and reps can review details and begin outreach the same day.