Add contact form leads to central and local sheets
Add contact form leads to central and local sheets
Your contact form leads arrive without location routing, leaving them unassigned. Route each submission to a master sheet and correct location worksheet for same-day follow-up.
Overview
When website leads arrive without location context, local teams waste time sorting and opportunities stall. This workflow captures every submission into a master list and routes copies to the correct location worksheet so branch managers and reps get actionable leads for same-day follow-up.