CERVOA
OS
Lead Operations
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Select action
Generate New Leads
Update Existing Lead
Manually Update Referral
Generate New Leads
This action will trigger lead generation and save results directly to Airtable.
Generate & Save Leads
Update Existing Lead
Company Name
Lead Status
New
Contacted
Qualified
In Discussion
Closed - Won
Closed - Lost
Update Lead
Manual Referral Entry
Company Name
Referred By
Sourced From
Lead Status
New
Contacted
Qualified
In Discussion
Interested Services
Save Referral
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