Keep marketing reps' new leads in shared tracker

Sales reps miss owner-assigned contacts buried in CRM, causing stalled outreach and unclear client pipeline. Log every new owner-assigned contact to a shared tracker so sales and CS prioritize follow-up.

Overview

COOs in marketing and advertising know prospects slip through when owner-assigned contacts live only in CRM. This workflow captures every new owner-assigned lead into a shared tracker and notifies owners and CS, turning hidden contacts into prioritized outreach and dramatically reducing missed follow-ups.

Notable Features

Add owner-assigned contacts to tracker
Alert contact owner and CS
Prevent duplicate entries before creation