Keep marketing ops and intake notified of eyelid leads
Keep marketing ops and intake notified of eyelid leads
Marketing ops see eyelid-surgery lead forms get buried, causing intake delays and missed consults. Forward each submission to intake and marketing so staff qualify prospects quickly.
Overview
Missed eyelid-surgery inquiries let prospects slip through intake and delay consults. This workflow routes every submission to both intake and marketing and creates a lead record so staff can qualify prospects quickly and avoid lost leads.
Notable Features
- Forward submissions to intake inbox
- Notify marketing and intake instantly
- Create centralized lead record automatically