Add new contacts to the lead tracker spreadsheet
Add new contacts to the lead tracker spreadsheet
Your new booking contacts aren't logged in the central leads sheet, leaving office staff without caller context. Keep lead rows current so booking coordinators can reach prospects same day.
Overview
Manual lead entry steals time from booking and lowers conversion; ensure booking coordinators always have caller context. Push new CRM contacts into a single leads sheet so staff can call prospects and book jobs the same day.