Add signed credit form rows to sales leaderboard
Add signed credit form rows to sales leaderboard
You get credit-card authorization emails that go untracked, leaving leaderboard entries out of date. Rows are added to your sales leaderboard automatically so managers see signed forms same day.
Overview
Signed credit forms often arrive by email and sit untracked, which delays commission credit and agent follow-up. This flow extracts contact details, matches the CRM lead, and appends a row to your sales leaderboard so managers and agents see signed forms same day.