Add postal employee leads to intake tracking sheet
Add postal employee leads to intake tracking sheet
Your postal benefit responses go unrecorded without intake rows, leaving coordinators missing contact context. It captures qualifying entries to the intake sheet so coordinators can follow up same business day.
Overview
Form leads from postal channels often sit untracked, delaying outreach and missing enrollment windows. This flow captures qualifying submissions and logs them into your intake sheet so coordinators can follow up the same business day.