Add lead magnet signups to client lead roster
Add lead magnet signups to client lead roster
Your lead magnet signups sit in a staging sheet without client context, delaying outreach. Add them to the client's live lead roster for immediate triage and same-day follow-up.
Overview
When lead magnet rows sit in a staging sheet, outreach windows close and conversion drops. This flow routes every new signup into the client's live lead roster so campaign managers can triage and begin contact the same day, preserving lead velocity and reporting clarity.