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Create follow-up task and add new contact record

Create follow-up task and add new contact record

Tagged leads often arrive with missing contact details and no intake task. Create a follow-up task and add or update the contact so coordinators act same day.

Create follow-up task and add new contact record

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Overview

Tagged leads frequently land without a clear owner or complete contact record, which slows intake and follow-up. This flow captures the contact and creates a prioritized follow-up task so program coordinators can respond reliably and within the same day.

Create follow-up task and add new contact record