Add incoming doctor review notes to existing lead

Your incoming doctor reviews arrive unlinked to lead records, leaving reps without case context. Attach reviews to matching lead records so reps and admins see context same day.

Add incoming doctor review notes to existing lead

Overview

Route incoming review submissions directly onto the corresponding lead so reps always see the case context they need. That eliminates blind handoffs and makes notes available within minutes for same-day follow-up.

Add incoming doctor review notes to existing lead