Add free trial contacts to lead tracker sheets
Add free trial contacts to lead tracker sheets
Your free trial tags often don't populate lead tracker sheets, leaving front-desk without booking context. It creates consistent lead rows and notifies managers for same-day follow-up.
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Overview
Free-trial tag events often never make it to branch trackers, leaving front-desk teams without booking context and costing same-day signups. This flow captures each tagged contact, writes consistent rows to branch and corporate lead sheets, and emails managers so teams can follow up the same day.