Add lead to central sheet and assign rep
Add lead to central sheet and assign rep
Your summit lead form submissions arrive unassigned or missing context, causing outreach delays. Leads are logged, assigned to an advisor, and emailed for follow-up same day.
Workflow preview:
Zap details:
Overview
Stop letting summit leads sit unassigned — have each new form submission appear in your central sheet and be routed to an advisor instantly. That means program coordinators see assigned leads and outreach can happen the same day, reducing missed opportunities.