For dental sales reps: capture consultation leads with attribution
For dental sales reps: capture consultation leads with attribution
Dental sales reps miss consultation leads when form entries fail to become CRM records. This creates CRM leads with UTM data so reps get contact details and campaign context.
Overview
Dental clinics risk losing consultation bookings when form leads don't land in the CRM. This flow guarantees every smile makeover form becomes a CRM lead with UTM attribution, so sales reps start qualification faster and no follow-ups slip through the cracks.
Notable Features
- Create CRM lead from form
- Capture UTM campaign fields
- Alert assigned sales rep