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Add updated client leads to intake sheet for same-day triage

Add updated client leads to intake sheet for same-day triage

Your updated client records land in the CRM without a single shared list, causing missed callbacks and delayed consults. Intake staff get prioritized lead rows ready for follow-up by morning standup.

Add updated client leads to intake sheet for same-day triage

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Add updated client leads to intake sheet for same-day triage