Capture and tag new inquiries for faster lead follow-up

Sales reps lose inquiries without service tags, letting hot leads go uncalled. Add contacts to CRM with project tags and 'To be called' status so intake can prioritize leads.

Overview

Missed intake calls let competitors close deals and stall pipeline. This workflow guarantees every inquiry is captured with a service project tag and 'To be called' status, turning ad hoc leads into prioritized opportunities with faster response times and zero missed follow-ups.

Notable Features

Add inquiry contacts to CRM
Tag leads with service project
Set To be called priority