Add website signups to lead sheet and CRM
Add website signups to lead sheet and CRM
Your website signups arrive without booking or contact context, leaving front-desk staff unprepared. Add signups to a central lead sheet and CRM so staff can follow up same day.
Overview
Website signups often arrive without the context your front desk needs to convert them. This flow captures each submission, normalizes phone and date fields, populates your lead sheet and creates a CRM lead so staff can follow up the same day.