Create CRM leads from website intake forms for managers
Create CRM leads from website intake forms for managers
Your homepage form submissions lack context and owner, causing project requests to sit untriaged. They become CRM leads so project managers can triage and assign same day.
Overview
Homepage intake often arrives without owner or context, leaving project requests untriaged and kickoff delayed. This flow standardizes submissions into CRM leads and assigns them to a configured owner so project managers can triage and act the same day.