Create CRM prospect from new spreadsheet lead row
Create CRM prospect from new spreadsheet lead row
You collect showroom leads in a shared intake sheet; unposted rows leave prospects unreachable and delay BDC follow-ups. Posting leads to the prospect system enables BDC and sales to follow up the same day.
Overview
Stop manual copy-paste from intake sheets and ensure every showroom lead becomes a prospect record so BDC can respond the same day. This reduces handoff delays and improves first-contact coverage within minutes of capture.