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Create client intake row and notify assigned advisor

Create client intake row and notify assigned advisor

Your visa renewal form responses arrive untracked and delay advisor follow-up. It logs each submission to your intake sheet and alerts the assigned advisor so outreach occurs same day.

Create client intake row and notify assigned advisor

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Overview

When intake forms pile up, advisors miss timely pre-validation and prospects slip away. This workflow captures every visa-renewal submission into your intake sheet and routes it to the next advisor, enabling consistent handoffs and same-day outreach.

Create client intake row and notify assigned advisor