Create follow-up task from new lead ad entries

Your lead forms arrive unstandardized, filling intake queues and delaying site-visit scheduling. They become follow-up tasks so project managers can assign and reach leads the same day.

Overview

Stop leads from stagnating in an intake queue and give project managers clear, assignable work items the moment forms come in. That clarity lets teams qualify and contact new inquiries the same day, reducing scheduling lag and speeding site-visit planning.