Add incoming lead entries to project lead sheet

Your incoming leads arrive without a tracked project row, leaving intake coordinators scrambling. Record leads to your project lead sheet so managers can assign owners and schedule visits the same day.

Add incoming lead entries to project lead sheet

Overview

Capture every incoming lead into a single project lead sheet so intake coordinators stop juggling fragmented notifications and managers get consistent handoff context. The result is faster owner assignment and same-day scheduling readiness for actionable leads.

Add incoming lead entries to project lead sheet