Create branch customer records from lead forms for teams
Create branch customer records from lead forms for teams
Your lead form submissions lack branch context, so appointment requests go to the wrong queue and staff miss bookings. Leads become branch-specific customer records for timely follow-up same day.
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Overview
Ad leads without branch routing cause missed bookings and wasted follow-up time. This flow captures each lead, routes it to the correct branch profile, and enriches contact details so your front desk can reach prospects within minutes.