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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.

Add inbound call leads to intake and daily log

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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.

Add inbound call leads to intake and daily log