Add new intake leads to monthly lead sheet and notify team
Add new intake leads to monthly lead sheet and notify team
Your intake submissions and campaign tags arrive unstructured, delaying lead handoff. Capture leads into a monthly sheet, alert intake and PPC staff, and keep attribution intact within minutes.
Overview
Stop losing paid-click prospects to manual handoffs—this flow captures each intake form, writes a row in a month-named lead sheet, and alerts intake plus PPC staff. Expect organized lead records and same-day visibility for campaign optimization and follow-up.