Keep enquiry sources labeled for operations and sales routing

Operations coordinators get enquiry form entries untagged, causing unlabeled leads and routing delays. It tags each submission by source in the master sheet so sales and ops can route immediately.

Overview

Unlabeled enquiry submissions create routing gaps that slow down handoffs between operations and sales. This workflow guarantees every submission is tagged by source in your master sheet, producing cleaner lead filters and faster routing so reps can prioritize the right enquiries.

Notable Features

Tag each submission by source
Update master spreadsheet entry
Alert ops on unlabeled entries