Catering sales reps: never miss event inquiry alerts

Sales reps in catering miss form inquiries, costing bookings. Email alerts go to the assigned owner on submission, so leads get reviewed faster and no follow-ups are missed.

Overview

Missed catering inquiries cost bookings when account owners don't see form submissions. This workflow routes every catering form to the assigned account owner by email, turning inbound requests into timely reviews and follow-ups. Sales reps report response times drop dramatically and zero missed follow-ups.

Notable Features

Alert assigned account owner by email
Create lead record in CRM
Add follow-up task for owner