Add incoming referral submissions to your lead list
Add incoming referral submissions to your lead list
Referral submissions often arrive without structured contact details, leaving prospects uncontacted and endorsement context missing. Capture and map referrals into your CRM for same-day follow-up.
Overview
Referrals and endorsements are high-intent prospects but only if captured correctly; this flow makes every incoming referral create or update a lead so you never miss the first outreach window. That means your single‑agent practice can respond same day with full contact context and accurate lead status.