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.

Keep marketing ops and intake notified of eyelid leads

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

Keep marketing ops and intake notified of eyelid leads