Send estimate email and create sales opportunity record
Send estimate email and create sales opportunity record
Your estimate form submissions go untracked and often lack measurement bookings. This sends the estimate and creates an opportunity record so reps can book measurements same day.
Overview
Stop letting estimate requests fall through the cracks — this flow sends a branded estimate link to every form submitter and creates a tracked opportunity in your pipeline. Reps get the context they need and can book measurements same day, increasing conversion and reducing manual entry.