Add new discovery call leads to central tracker
Add new discovery call leads to central tracker
Your discovery webform submissions often miss campaign context, forcing intake to chase unclear leads and delaying callbacks. The workflow logs each lead into a shared tracker for same-day callbacks.
Overview
When discovery submissions from campaign landing pages arrive with missing context, intake coordinators waste time chasing incomplete leads. This flow captures each submission into a central tracker and notifies intake staff so callbacks happen within the same business day.