Add interested replies to outreach tracking sheet for agents

Your emailed replies and prospect context go unlogged, causing duplicate outreach and delayed patient follow-up. It logs reply date, time, phone, and a short snippet so agents can act the same day.

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Overview

When patient replies to outreach go untracked, booking opportunities slip through and staff waste time reconciling outreach. This flow captures reply details, normalizes contact fields, and assigns the next agent so follow-up happens the same day.