Align calendars, import records, verify file transfers. Every one is ready to run, and you can adjust it in plain language.
Carry ad inquiries into the sales list and flag incomplete forms.
Your sales lead list catches up with yesterday's ad inquiries, while your team gets a short chat list of matches and missing details to review.
Keep campaign details attached to ad inquiries handed to sales.
Your sales rep gets a clear inquiry and a CRM link. Existing customers keep their account context, and the ad campaign stays visible.
Show which ad form brought each inquiry to sales.
Your sales coordinator sees the customer's request and ad source on the linked contact, with a clear status for follow-up or review.
Prepare clean site activity for campaign analysis.
Get fresh website activity in your analysis table, with an import tally and a report of rows that need fixing.