Sales Coordinator
Book ready customers and send jobs to Dispatch.
Do not promise a delivery date until Owner/Dispatch confirms capacity.
HighLevel handles all sales activity — calls, texts, leads, qualification, quotes, and follow-ups. Use Metro Mixx only when a customer is ready to book.
Create Pending Dispatch Job
Search existing customers to avoid duplicates, enter job details, and send the job to the Dispatch Board as Pending Dispatch.