Add incoming NEMT demo leads to shared lead tracker
Add incoming NEMT demo leads to shared lead tracker
Your demo and fleet inquiry forms arrive untracked, causing routing delays and missed outreach. Log and route leads to assigned reps so follow-ups happen same day.
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Overview
When demo requests land unassigned, reps miss outreach and pipeline momentum drops. This flow captures each incoming lead, records it in a shared sheet, and routes it to the next rep so someone follows up same day.