Keep business owners updated on daily website leads

Business owners miss website leads left only in the pipeline, creating blind spots in revenue forecasting. Counts update the monthly tracker on each new lead so owners see volume and trends quickly.

Overview

Business owners lose visibility when website leads sit only in the CRM, creating forecasting blind spots and missed follow-ups. This workflow records every new website lead into your monthly tracker and notifies owners, eliminating manual counts so leadership always sees accurate lead volume and trends.

Notable Features

Increment monthly tracker per lead
Filter pipeline entries by source
Maintain clean daily lead counts