Add quotation form responses to monthly lead sheet
Add quotation form responses to monthly lead sheet
Your quotation form submissions arrive untracked, scattering inquiry details and delaying campaign prep. It adds each submission to the month’s lead worksheet so campaign managers can act within minutes.
Overview
Unprocessed quotation submissions create manual work and slow outreach; this flow ensures every inquiry lands in the correct monthly lead worksheet so campaign managers have context and ownership. That reduces manual row entry and gets contacts into nurture within minutes.