Add neighborhood sales leads to a shared tracker sheet
Add neighborhood sales leads to a shared tracker sheet
Your signup forms and inboxed submissions create scattered lead records that leave reps without context. Capture each submission to a central sheet and ping the right rep for same-day outreach.
Overview
When neighborhood signups live in scattered inboxes, field reps miss context and follow-up stalls. This flow captures every web form into your central lead sheet and pings the assigned rep so outreach happens the same day.