Add new free trial contacts to lead tracker tables
Add new free trial contacts to lead tracker tables
Your free-trial signups bypass tracking sheets, leaving program coordinators without a reliable lead list for timely follow-up and accurate reporting. Leads are logged to central tables and managers are notified so reps can follow up the same day.
Overview
When free-trial leads don't reach your trackers, follow-ups stall and reporting gets messy. This flow writes each tagged contact into operational and corporate lead tables and alerts managers so reps can act the same day.