Add referral to master list and notify firm

You get referral leads without a tracked record or partner alert, causing intake gaps. It logs each referral, notifies the assigned firm, and records the handoff for same-day partner action.

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Overview

Referral leads often arrive untracked and create intake friction; this flow turns every incoming referral into a logged record and an emailed handoff. By logging to your master sheet and notifying the firm within minutes, you get an auditable referral trail and same-day partner visibility.