Keep IT informed of new Price Guide leads

IT admins lose Price Guide submissions that don't create CRM prospects, stalling sales handoffs. It converts entries into CRM prospects and consult opportunities so sales reps follow up quickly.

Overview

Price Guide submissions that never become prospects create blind spots and stalled sales handoffs. This workflow ensures every submission becomes a CRM prospect and consult opportunity, giving sales reps the context to act and eliminating intake-to-pipeline gaps. Expect cleaner prospect records and noticeably faster response times.

Notable Features

Create CRM prospect from submission
Attach form answers to opportunity
Notify sales reps with context