Search Contacts by the lead's phone number or email first. If they were already in your CRM, the new activity was added to their existing contact instead of creating a new one. If they still aren't there, the form or connection they came through needs a look.
They were added to an existing contact.
Check: Search Contacts by phone and email.
Fix: Nothing to fix; the new activity is on their timeline.
They came from a Facebook lead ad.
Check: Whether other Facebook leads are arriving.
Fix: Every new Facebook form needs its fields matched to your CRM before leads flow in. Call us and we'll set it up.
They filled out a form that isn't connected.
Check: Which page or form they used.
Fix: Send us the link and we'll connect it.
Rainmaker: your CRM connection stopped.
Check: Whether any leads arrived today.
Fix: Call us. We check the connection the same day.
Call (661) 387-3960, 8 AM to 5 PM Pacific. Tell us the time it happened and the phone number or contact involved. We usually respond the same day.
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