Add new client calls to intake lead list

Your reception's new client call notes often never reach your CRM, leaving intake coordinators without contact or case context. It creates complete lead records so staff follow up the same day.

Overview

When after-hours reception calls don't enter your lead system, intake stalls and marketing can't trace acquisition. This flow captures new-client calls into your lead pipeline with case context, enabling intake coordinators to engage and nurture leads the same day.