For brokers: capture website address leads into CRM
For brokers: capture website address leads into CRM
Brokers lose Step 1 address leads in overflowing inboxes, risking missed follow-ups and commissions. New submissions create CRM leads so sales assign follow-up tasks and begin outreach quickly.
Overview
Missed Step 1 address submissions turn into missed outreach and lost commissions for brokers. This workflow captures every address submission as a CRM lead and creates an assigned follow-up task, so reps begin outreach quickly; brokers report faster lead response and zero missed follow-ups.
Notable Features
- Create CRM lead from address
- Assign follow-up tasks to reps
- Notify broker and sales reps