Add incoming intake leads to your intake spreadsheet
Add incoming intake leads to your intake spreadsheet
Your web intake submissions arrive untracked, delaying triage for intake coordinators. Centralize submissions into a single sheet so coordinators can triage and call leads the same day.
Overview
Uncaught web intake posts create noise and slow your intake coordinators, letting potential clients slip through. This flow captures each submission into a single sheet, normalizes contact data, and surfaces leads so coordinators can triage and call prospects the same day.