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Keep ad inquiries linked to the right lead when the match is clear.
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.
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 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.
Keep ad inquiries and review status clear at the sales handoff.
Your sales coordinator sees the customer's request and ad source on the linked contact, with a clear status for follow-up or review.