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Create intake entry from funnel contact for intake team

Create intake entry from funnel contact for intake team

Funnel opt-ins bypass your intake process, leaving coordinators without full lead details. You get complete intake records logged so coordinators can start nurture and routing same day.

Create intake entry from funnel contact for intake team

Overview

When funnel opt-ins never land in intake, outreach stalls and prospects cool. This flow captures every funnel contact into a structured intake entry and delivers full lead context so intake coordinators can begin nurture and routing same day.

Create intake entry from funnel contact for intake team