Update lead records when onsite estimate is booked
Update lead records when onsite estimate is booked
Your CRM lacks booked-estimate flags, leaving campaign managers blind to conversion signals. The workflow marks leads, logs the event, and notifies ops so targeting and reports update same day.
Overview
When onsite estimates don't surface in your trackers, campaign managers lose targeting signals and reporting lags. This flow marks leads, fires a server-side schedule event, updates trackers, and alerts ops so teams see the change same day.