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Create client intake items from social leads for intake team

Create client intake items from social leads for intake team

Your lead form submissions arrive without intake records or prompt handoff, risking missed eligibility checks. Leads become intake items and notify your intake staff for follow-up within 24 hours.

Create client intake items from social leads for intake team

Overview

Leads from ad forms often arrive unstructured and go cold before intake can act, delaying eligibility checks and enrollment. This workflow turns every submission into a tracked intake item with an immediate notification so program coordinators can follow up within 24 hours.

Create client intake items from social leads for intake team