Add new intake leads to central leads worksheet
Add new intake leads to central leads worksheet
Your web lead submissions arrive without intake context, forcing coordinators to chase details. It logs leads to a shared sheet and starts intake review so coordinators can contact prospects same day.
Overview
When web leads lack intake context, coordinators waste time chasing information and prospects cool off. This flow captures every submission into a single sheet and immediately triggers the intake sub-workflow so your intake team can qualify and reach out same day. Implementing this saves follow-up time and ensures faster contact windows for new leads.