Add vetted leads from intake forms to case system
Add vetted leads from intake forms to case system
Your intake form submissions include malformed phones and spam that clog case intake and slow reviewers. The workflow formats and vets leads so your intake team gets review-ready records within minutes.
Overview
Every minute spent cleaning intake submissions is time lost from case reviews and wasted ad spend. This flow standardizes phones and filters spam so your media buying and intake teams receive qualified, ready-to-review leads within minutes. That reduces manual triage and accelerates first-contact timing.