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Create client intake records from inquiry spreadsheet rows

Create client intake records from inquiry spreadsheet rows

Your intake spreadsheet rows for portfolio consultations arrive untracked, causing delayed follow-up and lost engagement. Capture and centralize those responses so your team can follow up the same day.

Create client intake records from inquiry spreadsheet rows

Overview

When new prospect rows sit in a spreadsheet, follow-up stalls and potential clients drift away. This flow captures every intake row into a single client table so your advisory staff can assign and contact prospects the same day.

Create client intake records from inquiry spreadsheet rows