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.
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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.