Add new intake leads to your tracking sheet

Your incoming lead submissions often go unlogged, leaving project teams without intake context or prioritization. Capture them to a shared tracking sheet so managers can act on new leads same day.

Overview

When intake leads aren't logged, project timelines stall and owners spend time hunting for details. This flow records each new lead into a shared tracking sheet and alerts owners, giving project managers immediate intake visibility and enabling same-day prioritization.