Add new intake leads to tracking sheet and notify team

Your intake submissions arrive untracked and prospects get no confirmation. You log each lead to a tracking sheet and send email/SMS acknowledgements so follow-up happens same day.

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Overview

Stop losing momentum on new inquiries by capturing every intake submission into a central tracker and acknowledging prospects immediately. Intake coordinators get organized lead rows and prospects receive email/SMS within minutes so you can triage and convert same day.