Lead leakage
How do I capture every lead without adding more office staff?
Connect web forms, calls, texts, email inquiries, and other lead sources to one intake process. Create the lead automatically, capture the essential details, assign an owner, and start the correct follow-up without requiring someone to retype the request.
What to check
- Which channels create leads today?
- Can each channel feed one lead intake process?
- How are ownership and follow-up assigned?