Create intake advisory row from updated lead status
Create intake advisory row from updated lead status
Your leads flagged for advisor review often arrive without consolidated intake details, slowing triage and delaying case preparation. Add a structured workbook row so coordinators have full case context ready same day.
Workflow preview:
Zap details:
Overview
When a lead moves into advisor review, intake coordinators need a single, reliable place to see case details; without it triage slows and prep is inconsistent. This flow logs advisory leads into a shared workbook so your team has full case context and can prepare same day.