Add inbound referral leads to central leads sheet
Add inbound referral leads to central leads sheet
Your referral leads arrive in the CRM without clear tracking, leaving reps without context and delaying outreach. Add them to a central leads sheet so reps and ops can start follow-up the same day.
Overview
Referral leads often bypass tracking and land outside rep workflows, costing response time and context. This captures those referrals into a single leads sheet so sales reps and ops can prioritize and begin outreach the same day.