Add new funnel leads to project sheet for intake
Add new funnel leads to project sheet for intake
Your funnel lead submissions lack intake context and sit untriaged, delaying owner assignment. Capture leads to a central sheet so coordinators can triage them same day.
Overview
When funnel leads arrive without intake context, your coordinators can’t triage them quickly and work queues balloon. This flow captures each submission, timestamps it, enriches it via a reusable subflow, and logs it into your intake sheet so coordinators can assign work the same day.