Never miss new branch leads for sales reps and BDRs

Sales reps miss leads when form contacts are buried, letting competitors respond first. Alerts post each contact to the right branch channel so reps can prioritize calls within the recommended window.

Overview

Buried form contacts let competitors engage prospects first and cost reps opportunities. This workflow routes every new branch contact into the right channel and creates follow-up tasks so reps prioritize calls and reduce missed outreach. Expect faster response times and far fewer missed follow-ups.

Notable Features

Post lead details to channel
Tag local branch sales reps
Create follow-up call reminders