Keep sales ops aligned on tagged EV charge leads

Sales ops miss tagged EV Charge leads when new contacts aren't delivered. Log every EV Charge lead to a shared delivery sheet so reps start follow-up quickly.

Overview

Tagged EV Charge leads falling through the cracks causes missed first touches and stalled opportunities for field reps. This workflow ensures every tagged contact lands in a shared delivery sheet so sales ops and reps receive consistent lead details, enabling faster follow-up and reducing missed handoffs.

Notable Features

Log tagged EV Charge leads
Filter contacts by tag
Notify sales reps of new leads