Capture guide-download leads and prioritize for sales reps

Sales reps miss guide-download contacts when submissions stay unprioritized, causing warm leads to be overlooked. It creates prioritized, enriched chase-up records so reps can act before interest cools.

Overview

Guide-download leads go cold if left unprioritized, and sales reps risk losing warm prospects. This workflow converts every submission into an enriched, prioritized chase-up entry so reps follow up promptly and reduce missed follow-ups. The result is cleaner lead data and more consistent first touches.

Notable Features

Create prioritized lead chase entries
Enrich contacts with engagement markers
Alert sales reps on new leads