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Create CRM enquiry and assign depot from referral form

Create CRM enquiry and assign depot from referral form

Referral form submissions often lack depot context, leaving leads untriaged and delaying outreach. This creates CRM enquiries with depot allocation so reps can contact referrals same day.

Create CRM enquiry and assign depot from referral form

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Overview

Referrals that land without location context force reps into manual triage and slow response. This workflow converts each referral form into a CRM enquiry with depot assignment, so reps receive location-aware leads and can reach out same day.

Create CRM enquiry and assign depot from referral form