Add incoming leads to lead sheet and route
Add incoming leads to lead sheet and route
Your web lead submissions arrive untracked, forcing manual entry into a tracker and delaying outreach to prospects. They get recorded and routed to intake staff so reps can contact leads same day.
Overview
Web leads that land in inboxes often never make it into your pipeline. This flow captures each submission into a central lead sheet and triggers processing so intake staff can route contacts and reps can follow up same day.