Add new funnel opt-ins to client intake tracker
Add new funnel opt-ins to client intake tracker
Your funnel opt-ins for client intake often arrive uncaptured, leaving intake coordinators without records and delaying outreach. Leads go to a central intake tracker and are routed for same-day triage.
Overview
When funnel opt-ins don't reach a central intake tracker, intake coordinators lack the context to act and cases sit idle. This flow captures new opt-ins and routes them into your intake tracker so coordinators can triage and begin outreach the same day.