Project managers capture consignor contacts from submission forms
Project managers capture consignor contacts from submission forms
Project managers miss consignor submissions buried in notifications, letting consignors slip before intake. This workflow creates CRM contacts and alerts sales and intake so leads enter the pipeline for prompt follow-up.
Overview
Consignment submissions get lost in inbox noise and delay intake, which stalls the sales pipeline. This workflow ensures every consignor becomes a CRM contact and notifies sales and intake, delivering cleaner pipeline hygiene and virtually eliminating missed follow-ups.
Notable Features
- Create CRM contact from submissions
- Route leads to sales and intake
- Check for duplicates before creation