Align calendars, import records, verify file transfers. Every one is ready to run, and you can adjust it in plain language.
Log ad inquiries with account matches and clear owners for follow-up.
Your sales rep gets a clear inquiry and a CRM link. Existing customers keep their account context, and the ad campaign stays visible.
Show each ad inquiry and its follow-up status on one contact.
Your sales coordinator sees the customer's request and ad source on the linked contact, with a clear status for follow-up or review.