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Create follow-up card for new funnel leads and notify team

Create follow-up card for new funnel leads and notify team

Your implant lead submissions arrive unassigned, so follow-up slips and bookings are delayed. Create a prioritized follow-up card and notify front-desk so contacts are reached same day.

Create follow-up card for new funnel leads and notify team

Overview

When mobile funnel leads arrive without clear routing, front-desk misses bookings and ROI suffers. This workflow captures every inbound lead, creates a prioritized follow-up card and sends an inbox alert so prospects are contacted the same day.

Create follow-up card for new funnel leads and notify team