Sales ops: Capture Ortho Day enquiries into sales tracking
Sales ops: Capture Ortho Day enquiries into sales tracking
Sales ops let Ortho Day enquiry contacts sit unforwarded, risking lost consults. Route enquiries into your sales tracker so reps get contact details and follow up before prospects go cold.
Overview
Lost Ortho Day enquiries turn into missed consults and stalled conversions. This workflow ensures every enquiry becomes a tracked lead and alerts reps with contact details, so response times drop dramatically and follow-ups don't slip.
Notable Features
- Route enquiries to sales tracker
- Notify sales reps with contact info
- Prevent duplicate lead creation