Add intake form note to contact and deal
Add intake form note to contact and deal
Your intake form submissions lack contact context and stall follow-ups and eligibility checks. The workflow appends a timestamped intake note and updates the contact so coordinators can act same day.
Overview
Intake forms often arrive without context, leaving coordinators blind to eligibility and slowing outreach. This flow attaches a timestamped intake note and updates the contact record so marketing ops and program coordinators can act with full context same day.