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Add new social lead to spreadsheet and alert team

Add new social lead to spreadsheet and alert team

Your social lead form submissions lack a central lead record, leaving reception without context for timely outreach. Leads are added to your lead log and emailed to staff for same-day outreach.

Add new social lead to spreadsheet and alert team

Overview

When social lead forms deliver new patient interest, missed follow-ups become lost bookings; this flow captures each submission into a central lead log and notifies practice staff. That ensures reception can contact prospects the same day and keeps campaign managers aligned.

Add new social lead to spreadsheet and alert team