Lead intake
A first setup for lead follow-up across your forms, email, and CRM, with sorting rules, handoff rules, and a simple tracking view.
- Connect the current lead sources, inbox, and CRM or tracking sheet
- Add fit, urgency, and ownership rules for new inquiries
- Set up a simple view so the team can see status and next steps
The intake path is split across multiple teams, routing rules are still being defined, or approvals/reporting need to be built in.
Get your recommendation for lead intake