Add webform responses to patient lead tracking sheet
Add webform responses to patient lead tracking sheet
Your appointment and inquiry webform submissions often arrive untracked, leaving staff without patient contact context. This captures each entry into a shared lead sheet so staff can act that day.
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Overview
When appointment and inquiry forms go untracked, follow-up stalls and potential patients slip away. This flow captures each qualifying submission into a shared lead sheet so marketing ops and front-desk coordinators can act the same day and reduce missed bookings.