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.