Create new deal and contact from web leads

When web lead submissions arrive unstructured, reps lack contact records and context for outreach. Capture and log leads as deals and people so reps can follow up the same day.

Create new deal and contact from web leads

Overview

Stop letting unstructured web leads vanish into inboxes and spreadsheets; turn every submission into a tracked deal and contact so reps spend time selling, not entering data. With this flow, follow-ups happen the same day and leadership sees real pipeline movement immediately.

Create new deal and contact from web leads