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Create inbound call records for intake and billing teams

Create inbound call records for intake and billing teams

You lose intake context when inbound client calls and voicemails remain only in your phone system. The workflow records each call to a shared call log so intake coordinators can follow up same day.

Create inbound call records for intake and billing teams

Overview

Inbound client calls often live only in the phone system, leaving intake and billing teams without context. This flow captures each inbound call into a shared call log so coordinators can act and reconciliations finish the same day.

Create inbound call records for intake and billing teams