Create contact and project lead from website inquiry rows
Create contact and project lead from website inquiry rows
Your intake inquiry rows lack owner and project context, so leads sit unassigned and outreach is delayed. That gives development managers contacts, notes and project deals ready the same day.
Overview
When intake inquiries arrive without owner or pipeline context, project intake stalls and client follow-up slows. This workflow turns each inquiry row into a contact, project deal, and owner alert so development managers can act on new enquiries the same day.