Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Pass ad form responses into the CRM with campaign details intact.
Your sales rep gets a clear inquiry and a CRM link. Existing customers keep their account context, and the ad campaign stays visible.
Move screened website leads into the outreach register.
Your outreach register shows which website inquiries are ready to contact and which need a closer look.
Flag incomplete ad responses before they reach the outreach list.
Your outreach register gets qualified lead ad contacts with checked details. Each contact carries the campaign or form that brought them in.
Keep ad form sources and inquiries visible on sales contacts.
Your sales coordinator sees the customer's request and ad source on the linked contact, with a clear status for follow-up or review.
Apply campaign tracking rules to links in approved social posts.
Get consistent post link tracking in publisher drafts, with the checked link saved in your content plan.
Apply team UTM rules to each link request.
Get a tracking link by email with your UTM rules applied, or a clear note about what you need to fix in the form.