For branch leaders: Never miss high-value website leads

Branch leaders in financial services miss web leads with incomplete contacts, letting competitors engage. It enrolls non-Facebook leads into purchase outreach so reps get complete contacts quickly.

Overview

Website leads with missing contact details let competitors engage and stall the branch pipeline. This workflow captures non-Facebook website leads, ensures complete contact records, and enrolls them into purchase outreach so branch sales reps start consistent follow-up and reduce missed follow-ups.

Notable Features

Filter out Facebook lead ads
Enroll web leads into outreach
Notify branch reps with details