Step 1 of 11: Lead Capture0% complete
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Lead Capture

How new leads and inquiries enter your world.

1. New leads and inquiries are captured through a consistent channel (form, landing page, or intake process).
2. Every new lead is stored in one central place (CRM, database, or organized list) rather than scattered inboxes.
3. New leads automatically receive a confirmation or welcome message when they reach out.