Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Validate campaign leads before sales reviews the proposed first email.
Website inquiries reach your campaign with a relevant email draft. You review the message before anyone sends it.
Route ad inquiries using CRM matches and account ownership.
Your sales rep gets a clear inquiry and a CRM link. Existing customers keep their account context, and the ad campaign stays visible.
Apply shared lead criteria to new website inquiries.
Your outreach register shows which website inquiries are ready to contact and which need a closer look.
Apply shared lead criteria before marking ad contacts ready for outreach.
Your outreach register gets qualified lead ad contacts with checked details. Each contact carries the campaign or form that brought them in.