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Create call intake records for potential clients in intake table

Create call intake records for potential clients in intake table

Your inbound calls lack intake details, leaving coordinators unable to screen clients. Call records and recordings reach your intake team for same-day triage.

Create call intake records for potential clients in intake table

Overview

Missed or unlogged intake calls slow case starts and let potential clients slip through the cracks. This workflow captures caller info and call recordings into a central intake table so coordinators can triage and outreach the same day.

Create call intake records for potential clients in intake table