Create qualified enquiry record and attach submission PDFs
Create qualified enquiry record and attach submission PDFs
Your enquiry submissions pile up in email, leaving intake coordinators without structured lead data. Leads are created in CRM with submitted PDFs attached so coordinators can begin triage same day.
Overview
Stop losing intake context in email and give your intake coordinators one authoritative CRM record with the full submission and attached PDF. That change lets coordinators start conflict checks and outreach the same day instead of waiting for manual entry.