Add virtual consultation submissions to client lead list
Add virtual consultation submissions to client lead list
Virtual consultation form entries come in as free-form submissions, stalling intake and follow-up scheduling. Add each submission to your lead list so coordinators can triage and follow up same day.
Overview
When consultation requests arrive as free-form entries, intake slows and follow-ups slip. Capture each submission as a tracked lead, normalize contact details, and push the record to your intake table so coordinators can triage and follow up same day.