Add social care form leads to intake sheet
Add social care form leads to intake sheet
Your lead form submissions lack intake context, causing delays and missed outreach. Leads land in a central intake sheet and receive a same-day SMS so coordinators can follow up same day.
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Overview
Inbound care leads often arrive without enrollment context and slip cold; this flow logs every social lead to a single intake sheet and fires a same-day SMS within minutes. Program coordinators get contact-ready leads the same day and can prioritize follow-up.