Add new leads to central lead tracker sheet
Add new leads to central lead tracker sheet
Your CRM leads often arrive without a visible owner, delaying estimates and causing booking gaps across routes. Capture leads into a central sheet so owners and schedulers can act same day.
Overview
Untracked leads slow down estimate turnaround and cost same-day bookings. This flow captures every new CRM lead into a single tracker so owners and schedulers can prioritize outreach and schedule estimates the same day.