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Create dispatch notification and log for new leads

Create dispatch notification and log for new leads

Your intake files for new job leads land untriaged, leaving dispatch without location or contact context. Get details into your team channel and a linked table entry for follow-up same day.

Create dispatch notification and log for new leads

Overview

Intake files often sit untriaged and leave dispatch without the address, contact, or context they need. This flow posts a clear lead alert to your team channel and logs a linked record so coordinators can assign and act the same day.

Create dispatch notification and log for new leads