Add landing page opt-ins to intake tracking sheet
Add landing page opt-ins to intake tracking sheet
Your landing-page signups for criminal defense lack intake context, delaying triage and first contact. Add contact and case notes to your intake sheet so coordinators can follow up same day.
Overview
When landing-page opt-ins don't reach your intake tracker, intake coordinators lack context and callbacks are delayed. This captures each opt-in with case notes and routes it into your intake sheet so coordinators can follow up the same day.