Dental sales reps: route bonding leads to clinics

Clinic sales reps miss bonding leads when forms go unassigned, risking lost consultations. This routes submissions to each clinic's CRM and notifies the assigned rep so prospects are contacted quickly.

Overview

Clinic sales reps lose opportunities when bonding inquiries aren't assigned, delaying first contact and risking consultations. This workflow delivers every bonding submission to the correct clinic CRM and notifies the owner, eliminating missed follow-ups and driving faster first touch.

Notable Features

Create clinic-specific CRM leads
Route submissions by clinic selection
Alert assigned sales rep immediately