Add social lead to prospect CRM and sheet
Add social lead to prospect CRM and sheet
You miss social lead form submissions, leaving prospect intake incomplete and slowing deployment prep. Leads become prospect records, emailed to coordinators and logged same day.
Overview
Missed or messy social leads slow deployment and waste rep time; this flow captures every submission as a prospect record, emails intake to coordinators, and logs entries for reporting. The result is coordinated follow-up and same-day prospect readiness for outreach.