Add phone consult opt-ins to intake lead log

Your phone consult opt-ins in the sales pipeline lack a clear intake queue, delaying outreach and bookings. This routes opt-ins to a shared lead sheet so intake staff can act the same day.

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Overview

When phone consult opt-ins sit only in the pipeline, intake teams miss same-day bookings and lose momentum. Route qualifying opt-ins into a shared lead sheet so intake coordinators can see new leads and follow up within minutes for faster scheduling.