Add new pipeline leads to your leads sheet
Add new pipeline leads to your leads sheet
New patient leads entering your intake pipeline often go unrecorded, causing delayed outreach and missed appointments. Recording each lead into a master sheet lets your front desk follow up same day.
Overview
New patient leads can be lost when your intake stage isn't mirrored in a shared tracker, delaying scheduling and costing visits. This flow logs each new pipeline lead to a central leads sheet and creates or updates the contact record so front-desk can follow up the same day.