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Add drop-in form responses as lead rows for reps

Your drop-in submissions sit outside tracking, causing imports and slowing rep follow-up. It logs each drop-in into reporting sheets and sets follow-up dates so coordinators can triage same day.

Add drop-in form responses as lead rows for reps

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Overview

When drop-in forms aren't logged, reps miss time-sensitive outreach and managers lack a single view of visits. This flow centralizes submissions into reporting sheets, writes follow-up dates, and ensures coordinators can triage and reps can act the same day.

Add drop-in form responses as lead rows for reps