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Create new lead records in central tracking table

Your phone, form, and chat leads arrive unnormalized and scattered, delaying outreach. Leads are normalized and logged to a central table so reps can follow up same day.

Create new lead records in central tracking table

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Overview

When call-tracking leads arrive scattered and unformatted, reps spend time cleaning data instead of calling prospects. This flow standardizes contact details and writes each new lead into a central table so reps and coordinators can act on them the same day.

Create new lead records in central tracking table