Keep project managers notified of new ad leads with branch codes

Project managers miss branch codes on ad leads, causing incomplete records and missed follow-ups. Enriching and posting leads to sales intake gives reps complete contact records for timely qualification.

Overview

Leads that arrive without branch context create friction and lost touchpoints for project managers overseeing sales intake. This workflow enriches ad leads with nearest-branch codes and delivers complete contact records to your CRM, enabling reps to qualify leads faster and eliminate missed follow-ups.

Notable Features

Capture ad leads with branch codes
Enrich leads with nearest branch
Notify sales reps with complete records