Add qualifying CRM deals to firm intake spreadsheet
Add qualifying CRM deals to firm intake spreadsheet
Your CRM deals for client intake often don't create rows in the intake sheet, delaying outreach and case setup. Intake coordinators receive contact and date rows so outreach can occur same day.
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Overview
Avoid missed intake opportunities by logging every qualifying CRM deal into a single intake sheet for your firm. Intake coordinators get formatted contact and date rows so client outreach can happen same day and case setup starts immediately.