Capture field canvass leads for marketing reps instantly
Capture field canvass leads for marketing reps instantly
Marketing coordinators and ops specialists lose canvass leads when submissions sit unassigned, causing missed appointments. This routes and segments each contact so reps follow up quickly.
Overview
Canvass leads go cold when submissions sit unassigned, costing appointments and campaign momentum. This workflow ensures every field contact is enriched, segmented, and routed to the right rep so marketing and sales follow up quickly and missed follow-ups are eliminated.
Notable Features
- Route canvass leads by segment
- Create enriched contact records
- Notify reps about priority leads