How do I have my AI handle tile leads and follow-ups?

Tell your AI who called and what they want tiled, and it adds the lead to Projul's "Lead pipeline".

Say this

Add a new lead in Projul for [Ana Castellano] called [Castellano Master Bath Tile] at [1140 Highland Dr, Salt Lake City, UT 84106]. She wants [a curbless shower in 12x24 porcelain and a hex mosaic floor]. Put the likelihood of sale at [60]% and set me as estimator.

What happens

Your AI matches an existing client by phone or email instead of creating a duplicate, then adds the lead. See it at the top of "Lead pipeline" in Projul.

The lead pipeline in projul the stage with master shower tile your ai added at top

Note: Your AI cannot email or text the client itself; it drafts what to say, and the message goes out from Projul. See Can my AI message a client directly?

Questions? Let's Chat.
support@projul.com
(844) 776-5853