Add discovery leads to admin dashboard and alert reception
Add discovery leads to admin dashboard and alert reception
Your discovery leads live in a marketing sheet and reception lacks call-ready details. It adds each lead to the admin dashboard and alerts reception so calls are booked same day.
Overview
Discovery form rows often sit in a marketing sheet while reception misses the context needed to book calls. This flow centralizes those rows into your admin dashboard and immediately alerts reception so intake calls are scheduled same day and no leads go cold.