Create CRM lead from strata inquiry and route to branch
Create CRM lead from strata inquiry and route to branch
Your strata form submissions lack branch mapping, causing slow follow-up and missed assignments for property managers. Create CRM leads with branch tag so reps can respond same day.
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Overview
Inbound strata inquiries often arrive without branch context, forcing reps to guess assignments and delaying outreach. This flow captures each submission and writes a CRM lead with branch mapping so marketing ops and sales can contact prospects same day and avoid routing errors.