Add new pipeline leads to reporting sheets and team alert
Add new pipeline leads to reporting sheets and team alert
Your new patient pipeline entries arrive without centralized tracking, so follow-up and bookings can be delayed. Capture each lead to shared lead sheets and alert intake staff for same-day follow-up.
Overview
When new patient opportunities enter intake, front-desk and campaign managers need clear contact context immediately. This flow logs each lead to shared sheets and posts a team alert so staff can follow up within minutes and protect same-day booking windows.