8 hours · $1,400
Lead Inbox Setup
Capture and route inbound leads automatically from your channels.
Overview
Stop losing leads in inboxes and forms. We wire your inbound channels into Coeffection so every lead is captured, de-duplicated, and routed to the right person automatically.
What's included
- Source connection
- Dedup & assignment rules
- Routing & notifications
What you'll walk away with
- Connected lead sources
- Dedup & matching rules
- Assignment / routing logic
- Notifications for new leads
How it works
- 1Identify your lead sources
- 2Connect & configure capture
- 3Set routing & notifications
- 4Test end-to-end with real leads
Other services you might add
1 hr
Guided Onboarding Tour
A live walkthrough of the whole platform so your team can self-serve.
- 1-hour 1:1 session
- Tailored to your workflow
- Recording to keep
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