Add new business messages to intake sheet for follow-up

Your new business messages arrive without structured lead records, leaving reps missing context for outreach. They get captured into your intake sheet so reps can act on them same day.

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Overview

Inbound business messages often land in an inbox with no structured record, which slows follow-up and wastes rep time. This flow captures each qualifying message into your intake sheet so reps and program coordinators have context and linkable records for same-day outreach.