Keep business owners' lead master sheet complete and auditable

Business owners miss address/phone web leads, creating intake gaps and audit risk. This workflow logs every entry to a master sheet so operations and reporting have a complete auditable lead record.

Overview

Missing address/phone leads create reporting blind spots and audit exposure for business owners. Centralizing every web submission into a single master sheet closes those gaps and delivers a complete, auditable lead record. Customers report faster reconciliations and fewer missing intake entries.

Notable Features

Capture form fields to sheet
Prevent duplicate lead entries
Add campaign and location context