Add web inquiry rows to lead tracking sheet
Add web inquiry rows to lead tracking sheet
Your inquiry forms arrive unstructured, leaving intake coordinators without consistent contact or case details. It records each submission into your lead workbook for same-day follow-up.
Overview
When web inquiries land unstructured, intake coordinators spend time chasing details instead of booking clients. This captures each submission into a single lead workbook so coordinators see complete contact and case context and can respond the same day.