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Create client contact from reception call to case system

Create client contact from reception call to case system

Receptionist new-client call notes aren't logged consistently, leaving intake and marketing without contact context. Add caller details to case contacts so intake coordinators can reach out same day.

Create client contact from reception call to case system

Overview

Make every new-client reception call a tracked contact so intake coordinators and marketing operations have immediate visibility and ownership. This eliminates manual re-entry and enables same-day outreach by intake teams, improving handoff and conversion velocity.

Create client contact from reception call to case system