Add ad form leads to shared lead roster
Add ad form leads to shared lead roster
You get ad form leads with messy dates and contact fields that slow callbacks for energy advisors. Leads are recorded and normalized in a shared workbook so advisors can follow up same day.
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Overview
Messy ad leads slow down callbacks and let prospects go cold. This flow captures each form submission, standardizes dates and contacts, and places clean rows in a shared workbook so energy advisors can follow up the same day.