Add applicant leads to CRM and scoring sheet
Add applicant leads to CRM and scoring sheet
Your investor application submissions arrive without contact or scoring context, delaying qualification. Capture contacts and add scoring rows so your team can act same day.
Overview
When application submissions lack structured contact and scoring data, investor prospects stall and outreach slips. This flow captures each submission as a CRM contact and a scored spreadsheet row so your sales and investor-relations staff can prioritize and engage prospects same day.