Create lead dashboard row and post claim alert

Your database submissions land in inboxes without a consistent claim record, causing duplicate research and missed handoffs. Capture and notify so leads are triaged and claimed same day.

Create lead dashboard row and post claim alert

Overview

New database submissions often sit unclaimed and create duplicate research cycles. This flow writes each submission into a shared claiming dashboard and pings the team so leads are triaged and claimed the same day, eliminating manual handoffs.

Create lead dashboard row and post claim alert