Add new form leads to a shared lead sheet

Unorganized lead form responses leave your reps without contact context and delay outreach. Leads are logged to a shared worksheet so intake coordinators can assign owners and make contact same day.

Overview

When lead forms arrive untracked, reps lack context and leads go cold before anyone reaches out. This flow logs every inbound lead to a shared worksheet, filters incomplete entries, and makes assignment visible so your team can contact prospects the same day.