Add spreadsheet leads to CRM and marketing list
Add spreadsheet leads to CRM and marketing list
Your playbook lead rows sit unprocessed in the intake sheet, leaving advisors without contact context. Create validated contact records and notify advisors for same-day follow-up.
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Overview
When intake rows sit in a sheet, advisors lack the context they need and outreach gets delayed. This flow validates phone data, creates records in your marketing list and CRM, and delivers same-day lead context so advisors can follow up promptly.