Create lead record in your agency leads database
Create lead record in your agency leads database
Your inbound leads arrive with inconsistent fields and missing context, forcing manual lookups and delays. Capture and standardize them into your central leads table so account teams act same day.
Overview
Inbound leads often arrive with missing context and inconsistent fields, which slows qualification and wastes team time. This workflow ensures every incoming contact is normalized and added to your central leads table so account teams can act same day.