Route social ad leads to owner sheets and alert owner

Leads from your ad form land in a shared sheet without owner context, so follow-up stalls. Assign each lead to an owner sheet and send instant alerts so reps act within minutes.

Route social ad leads to owner sheets and alert owner

Overview

Leads from ads often pile into a shared sheet and go unassigned; this routes each submission to the correct owner sheet and fires immediate email and SMS alerts. That gives your owner and agents the context to contact prospects within minutes and stop slow follow-up from costing opportunities.

Route social ad leads to owner sheets and alert owner