Create call log records from inbound phone calls

Inbound treatment calls aren't tracked in the CRM, leaving admissions staff without caller context. Capture each call as a CRM record to give admissions accurate history and enable same-day follow-up.

Create call log records from inbound phone calls

Overview

Inbound calls are a primary intake channel; when they aren't logged, admissions teams lose context and follow-ups stall. This flow captures each call into the CRM and surfaces caller details for the admissions queue, enabling same-day outreach and clearer ownership.

Create call log records from inbound phone calls