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Create client phone contact from new intake record

Create client phone contact from new intake record

New intake contact rows often never reach your phone contacts, leaving coordinators without dialable records. This creates ready phone records so your team can call the same day.

Create client phone contact from new intake record

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Overview

When intake rows don't populate the phone directory, coordinators waste time copying details and calls are delayed. This flow creates dialable contacts instantly from new records, enabling same-day outreach and smoother intake handoffs.

Create client phone contact from new intake record