Send qualified construction leads to assigned broker team
Send qualified construction leads to assigned broker team
Your construction lead rows don't route to brokers with context, causing delayed outreach and lost momentum. The workflow sends detailed lead summaries to brokers so follow-up happens same day.
Overview
If you're routing partner-distributed leads from a shared sheet, manual handoffs slow response and drop momentum. This flow routes each qualified construction lead to the right broker with full project context, so partners can respond same day and handoffs stay tight.