Add new lead to CRM and notify local staff
Add new lead to CRM and notify local staff
Your lead form submissions arrive without staff visibility, causing missed callbacks and unscheduled appointments. Leads are created as contacts and routed to staff for follow-up same day.
Overview
When lead forms don't surface to your team, appointments slip and revenue opportunities cool off. This flow captures each submission as a contact, emails the local staff, and logs the lead so follow-up happens same day.