Add new CRM leads to product intake database
Add new CRM leads to product intake database
Your incoming leads and RFQs sit in CRM, leaving product teams without intake context. Capture lead and RFQ records into a shared intake table so product owners can triage same day.
Overview
When RFQs and leads land in CRM, product teams often lack the intake context needed to prioritize parts and availability. This flow captures lead and RFQ details into a central intake table so product owners can triage and prioritize requests same day.