Add new lead to master sheet and notify team
Add new lead to master sheet and notify team
Your social leads arrive unevenly, leaving patient inquiries untriaged and slowing bookings. Leads go to a central sheet and your intake team is alerted within minutes for same-day follow-up.
Overview
When social leads land in different places, your intake team can miss the critical first-touch window and bookings slip. Centralize new lead details into a single sheet and ping intake within minutes so staff can convert inquiries same day.