Webform Lead Audit

Part I - Filter SetUp

1) Create a filter for "to: leadaudit@bramres.com" -- https://www.screencast.com/t/ztTW7GpLB0A

2) Skip the Inbox (Archive It) and apply a new label "Lead Audit"

3) When complete, you'll have a new label you can see "Lead Audit"

Part II - Ongoing Daily Audit

You'll send a daily email to leadaudit@bramres.com that has the following information:
Create a section that says "Lead Audit I - Leads Imported" and another section "Lead Audit II - Leads Not Imported"
Go to the "Lead Audit" label
Copy the lead's email from each new lead audit email https://www.screencast.com/t/oeqxsBmFtM6v and past it into https://bramlett.followupboss.com/2
If the email is found, then paste the FUB link into the "Leads Imported" section. ***If there is more than one instance of the email, then paste in every instance of the lead in FUB into the email***
If the email is *not found* then paste the email and phone number of the lead into the "Leads Not Imported"

SEND TO: leadaudit@bramres.com

SUBJECT: Webform Lead Audit

Here is the lead audit information for {date}:

Leads Imported:

{list of links to FUB with the leads properly imported}

Leads Not Imported:

{list of email addresses that were not imported}

Part III - Agent Performance

After we have Part I and Part II established, we will put together a "Part III - Agent Performance" where you will gauge the agents' performance on each lead. This will be highly, highly valuable to us!