Hold possible duplicate invoices, link repeat quotes, check purchase forms. Every one is ready to run, and you can adjust it in plain language.
Add new ad leads to the team's list and flag contacts needing review.
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.
Receive assigned ad inquiries with account context and CRM links.
Your sales rep gets a clear inquiry and a CRM link. Existing customers keep their account context, and the ad campaign stays visible.
Prepare consented advice leads for follow-up in priority order.
Your lead list is ready for follow-up, with financial, insurance, and mortgage requests sorted by urgency and repeat inquiries brought together.
Give sales a lead entry with service and timing before outreach.
Your customer lead list shows requested service, timing, and clear contact matches, with missing answers flagged before outreach.
Add qualified ad contacts with checked details for follow-up.
Your outreach register gets qualified lead ad contacts with checked details. Each contact carries the campaign or form that brought them in.
Show ad inquiries and follow-up status on the contact sales uses.
Your sales coordinator sees the customer's request and ad source on the linked contact, with a clear status for follow-up or review.