Add booking tag to website lead records for follow-up
Add booking tag to website lead records for follow-up
Your website lead rows arrive untagged, so front-desk staff miss booking-ready prospects and follow-ups stall. Booking tags are applied to client records so staff can prioritize outreach same day.
Overview
When website leads land in your sheet untagged, reception and front-desk teams can't prioritize bookings and follow-ups slip. This flow formats contact data, finds or creates the client, and applies a booking tag so staff can action prospects same day.