Add scheduled consults to leads worksheet for intake

Your consult tasks lack a structured lead record, leaving coordinators without follow-up context or billing readiness. Add consult rows to a central worksheet so intake staff can act same day.

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Overview

When consults are scheduled on your task board, missing or duplicate lead records stall outreach and delay billing. This flow turns scheduled tasks into reliable lead rows and removes prior-status entries so intake coordinators have a clean roster to act on the consults same day.