Hold possible duplicate invoices, link repeat quotes, check purchase forms. 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.
Send scored leads to sales with their source and qualification reason.
Your sales team gets qualified leads with usable contact details and a clear reason to follow up, while possible duplicates go to review.
Carry the campaign source into each qualified contact's record.
Your outreach register gets qualified lead ad contacts with checked details. Each contact carries the campaign or form that brought them in.