Marketing COO: capture new contact requests into tracker

Sales reps at marketing agencies miss prospects when connection requests sit in inboxes, creating ownership gaps. Log new contacts to a shared prospect tracker so reps and ops prioritize prompt outreach.

Overview

Marketing agencies routinely lose prospects when connection requests land in personal inboxes and ownership isn’t visible. This workflow records every new contact in a shared prospect tracker and notifies the owning sales rep, transforming handoffs so response times drop dramatically and missed follow-ups become rare.

Notable Features

Add new contacts to tracker
Assign owner and source tags
Notify sales rep of new contact