Add new form leads to team tracking spreadsheet

You miss follow-ups and location context when CRM form leads arrive as unstructured rows in shared sheets. Leads are standardized and routed to account owners for same-day outreach.

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Overview

Form-driven leads often arrive without context, leaving marketing ops and account owners to reconstruct details. This flow standardizes and routes each lead into a shared sheet, so owners receive actionable rows and can follow up same day.