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Sales

Copying leads into the CRM

When a new lead fills in the form on our website, I copy their name, email and message from my inbox into our CRM and tag them. I do this a dozen times a day.

Most people spend around 5 hours a week on this. We've pre-filled it on the right — tweak it to match how you actually do it, then check it.

Run it on your version

Free to start. No card needed.

What do you do, how often, and what tools are involved?