Add new intake leads to sheet and notify team
Add new intake leads to sheet and notify team
Your intake leads arrive after hours with inconsistent phone and summary, causing intake to miss urgent prospects and delay callbacks. Leads are logged and alerted to coordinators for same-day triage.
Overview
When leads arrive outside normal hours or with messy contact details, intake can miss viable cases. This flow logs qualifying leads and pings your intake channel so paralegals can triage and act the same day.