Add legal intake calls to central leads sheet
Add legal intake calls to central leads sheet
Your reception intake calls and messages arrive untracked, leaving campaign managers and intake coordinators without lead context. Follow-up and attribution happen same day.
Overview
When reception intakes go unlogged, campaign managers and marketing ops miss follow-up and lose attribution clarity. This flow captures every call and message into a central lead log and alerts the team, so outreach and reporting happen same day.