Marketing ops: Notify BD and leadership on new intakes
Marketing ops: Notify BD and leadership on new intakes
Marketing ops miss intake forms buried in email, stalling campaign starts and risking client relationships. Route intakes to BD and leadership so inquiries are triaged and acted on quickly.
Overview
Intake forms left unread stall campaign kickoffs and put client relationships at risk. This workflow pushes every services inquiry to BD and leadership and creates CRM leads so submissions are triaged, assigned, and acted on—delivering faster handoffs and zero missed follow-ups.
Notable Features
- Send intake alerts to leadership
- Create CRM lead from submission
- Prioritize and assign incoming inquiries