Send new lead acknowledgment and assign a BDC rep
Send new lead acknowledgment and assign a BDC rep
You get roofing leads in CRM with messy contact info and no owner, delaying follow-up. It sends an immediate reply, cleans phone numbers, assigns a rep, and schedules a call within ten minutes.
Overview
Incoming roofing inquiries often arrive with messy contact details and no owner, which slows down same-day callbacks. This workflow standardizes contact data, sends a prompt acknowledgement, assigns a BDC rep, and creates a call task so reps can reach prospects within ten minutes.