Hold possible duplicate invoices, link repeat quotes, check purchase forms. Every one is ready to run, and you can adjust it in plain language.
Show pass or review results for the team's incoming leads.
Get a clear pass or review result for contact form leads before sales follows up, with a reason for addresses that need a closer look.
Keep ad inquiries tied to existing accounts and routing rules.
Your sales rep gets a clear inquiry and a CRM link. Existing customers keep their account context, and the ad campaign stays visible.
Flag uncertain or repeat leads before sales outreach.
Your outreach register shows which website inquiries are ready to contact and which need a closer look.
Apply the team's company and role rules to incoming ad leads.
Your outreach register gets qualified lead ad contacts with checked details. Each contact carries the campaign or form that brought them in.