Revwit lets you streamline your lead management process by automatically adding leads from submitted forms directly into your contact tables and pipelines. Here’s how to set it up:
Access Form
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Navigate to the Entity section in the sidebar to see a list of all leads entered through the form.
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In the Pipeline section, navigate to the Pipeline associated with the form, e.g., the Person Form, to see all leads in the first pipeline stage.
Automating lead addition eliminates manual data entry, ensures timely follow-ups, and keeps your sales process running smoothly. This feature saves you time and ensures every lead is tracked correctly from the moment they connect with your business.