Add form responses to intake spreadsheet for branches
Add form responses to intake spreadsheet for branches
Inquiry form submissions lack consistent intake, forcing branch staff to chase missing contact or purpose. Get structured spreadsheet rows per submission so RMs can triage leads same day.
Overview
When inquiry forms come in inconsistently, branch staff waste time chasing missing info and prospects cool off; this captures every submission into a clean intake row so relationship managers can triage and act same day. It turns scattered form replies into a single source of truth for follow-up before the next business day.