Website lead flow
How do I stop website leads dying after they fill out the form?
Send the form into a tracked lead workflow immediately. Create or update the CRM record, assign an owner, send a useful confirmation, and set a follow-up deadline. Flag leads that receive no response within the expected time.
What to check
- Does the form create a tracked lead?
- Who owns the lead after submission?
- How quickly should the first human follow-up happen?