Add booked SEO assessment to CRM and alert team
Add booked SEO assessment to CRM and alert team
Your SEO assessment bookings lack CRM records, leaving reps without contact or appointment context and missing outreach windows. Add and tag each invitee as a lead so reps can contact them same day.
Overview
When booked assessments don't make it into CRM, account strategists lose outreach windows and campaign attribution breaks. Capture each booking as a tagged lead and notify the team so reps can follow up same day and preserve campaign context.