Add new practice leads to tracking sheet and team
Add new practice leads to tracking sheet and team
Your new patient inquiries arrive in the CRM without a central tracker, leaving intake tasks and outreach uncoordinated. Teams get a tracked record and an immediate alert, ensuring same-day outreach.
Overview
If new inquiries skip your central tracker, intake coordination stalls and outreach is delayed. This flow captures each qualifying opportunity into a shared sheet and pings coordinators so outreach and intake prep happen same day.