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Create client intake and assign advisor from form

Create client intake and assign advisor from form

Your consultation form submissions often sit unassigned, delaying intake records and advisor follow-up. The workflow creates a client row and notifies the assigned advisor so they can reach out same day.

Create client intake and assign advisor from form

Overview

Intake forms left unassigned slow down client contact and create administrative backlogs. This workflow captures each consultation submission as a tracked intake row and routes it to the next advisor, so someone is notified and can make contact the same day.

Create client intake and assign advisor from form