Add ad leads to lead tracker and notify team

Your ad form leads lack structured tracking, so loan officers can't prioritize outreach. You record each lead to a shared sheet and notify owners for same-day follow-up.

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Overview

Ad leads often arrive in inboxes or siloed spreadsheets and cool down before originators can act. This flow writes each new lead into a single shared tracker and emails intake owners so reps can begin outreach within minutes for same-day contact.