Add new form signups to assigned agent lead sheets

Your form submissions lack owner routing, leaving new prospects untracked and outreach delayed. They are recorded to the assigned agent's lead worksheet so reps can follow up same day.

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Overview

When form signups arrive without clear owner routing, follow-up stalls and prospects cool off; this flow automatically routes each submission to the assigned agent's lead sheet. Reps receive context-ready rows for same-day outreach, reducing missed opportunities and keeping pipeline handoffs clean.