DUS Sales Intake Portal

Capture every lead in the DUS CRM — before it goes anywhere else.

Log leads in under a minute to protect attribution, keep pipeline visibility clean, and ensure the next steps start with the right data.

  • Assigns the lead to the correct sales rep automatically
  • Captures lead source for reporting + forecasting
  • Creates a clean CRM record before quoting or manufacturer steps
  • Reduces duplicates and "lost credit" situations
  • Takes < 60 seconds

Lead Intake

Submit here first to protect attribution and keep reporting clean before any quoting/manufacturer workflow.

Internal Attribution-safe

What happens when submitted

  • Lead is logged in the DUS CRM
  • Tagged to the selected Sales Rep
  • Lead Source recorded for reporting
  • Then proceed to quoting / manufacturer workflow if needed
Takes < 60 seconds Protects attribution Reduces duplicates

Why this page exists

Attribution Protects rep credit and source tracking from day one.
Visibility Gives the team one place to see what's real and what's next.
Forecasting Improves reporting accuracy for better decisions and follow‑up.

FAQ

Does this replace Salesforce or external CRMs you're working with?

No. This captures the lead in the DUS CRM first. Continue into manufacturer workflows after the lead is logged here.

What if I already have their info?

Still submit it here. This portal ensures attribution, lead source hygiene, and consistent reporting.

Why do we need lead source?

Lead source keeps reporting accurate, supports forecasting, and prevents "unknown origin" entries that hurt follow‑up and analytics.

Internal DUS process — for CRM attribution and reporting.
Questions? Contact Joy.