Send tagged lead details to dispatch and assign owner
Send tagged lead details to dispatch and assign owner
Tagged CRM leads without an owner delay dispatch and omit vehicle and contact context. Route booking-ready customer and vehicle details to dispatch and set owner so scheduling happens same day.
Overview
Tagged leads often arrive without ownership or booking context, which slows dispatch and frustrates coordinators. This flow routes booking-ready contact and vehicle details and sets an owner so dispatch can act and appointments get scheduled same day.