Add inbound call leads to intake and daily log
Add inbound call leads to intake and daily log
Incoming voice calls without structured intake leave your case leads fragmented and slow to triage. Capture caller details into a lead and daily log so intake coordinators can follow up same day.
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Overview
When inbound calls arrive without structure, intake coordinators waste time recreating context and follow ups slip. This flow turns each accepted call into a populated intake lead and a single-row daily audit, enabling same-day triage and outreach.