Create call log records from inbound phone calls
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.
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.