Add receptionist call leads to project intake tracker
Add receptionist call leads to project intake tracker
Your receptionist call notes are scattered and miss appointment or contact context. It captures contact and booking info into a single lead tracker so coordinators can triage same day.
Overview
When receptionist call notes are inconsistent, intake stalls and bookings slip. This flow converts every receptionist interaction into a clean lead row so project coordinators can triage and confirm bookings the same day.