Keep IT and sales aligned by capturing walk-in leads
Keep IT and sales aligned by capturing walk-in leads
IT admins lose walk-in contacts between appointment lists and CRM, causing messy lead records. Submit standardized intake forms so sales reps get complete walk-in leads quickly.
Overview
IT handoffs often let walk-in leads slip between appointment lists and CRM, leaving sales reps with incomplete records. This workflow captures every walk-in contact into a standardized intake form and notifies sales reps, ensuring complete lead records and dramatically faster follow-up.
Notable Features
- Submit standardized walk-in intake forms
- Route new contacts to CRM
- Notify sales reps of new leads