Business owners: route every refer-a-friend lead to depots
Business owners: route every refer-a-friend lead to depots
Business owners miss refer-a-friend leads buried in forms, causing missed follow-ups and wrong depot assignments. Turn each submission into a routed enquiry and assign the right depot for sales follow-up.
Overview
Refer-a-friend submissions often go unread, causing missed follow-ups and incorrect depot assignments that disrupt fulfillment. This workflow converts every referral into a routed enquiry and assigns the right depot, ensuring sales and operations follow up quickly and removing manual routing bottlenecks.
Notable Features
- Create enquiry records from forms
- Assign enquiries to correct depot
- Notify sales and operations instantly