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Add new inbound leads to team sheet and channel

Add new inbound leads to team sheet and channel

You get neuropathy lead submissions with scattered details, delaying callbacks and bookings. Consolidate contact and call info so intake can call and book patients same day.

Add new inbound leads to team sheet and channel

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Overview

Inbound leads often arrive with incomplete or scattered details, making same-day outreach hard for busy intake teams. This workflow consolidates each submission into a shared channel notice and a central sheet so your intake coordinators can call and convert leads the same day.

Add new inbound leads to team sheet and channel