Lead Tracking Workflow

Never let a lead fall through the cracks. We'll create automated workflows that capture inquiries from multiple sources, assign them to the right team member, and trigger follow-up tasks—so every potential client gets timely attention.
What's included:
Lead source tracking (website, phone, referral, walk-in, social media)
Automated lead assignment rules
Follow-up task creation
Email templates for initial responses
Lead status pipeline (New → Contacted → Qualified → Won → Lost)
Lead scoring based on your criteria