Create intake lead from funnel contact for intake team
Create intake lead from funnel contact for intake team
Your funnel opt-ins often fail to reach intake, leaving coordinators without contact details or case context for outreach. Add those leads to intake so coordinators can begin outreach same day.
Overview
When funnel opt-ins never reach intake, coordinators lack the context to follow up and leads go cold. This flow captures each signup into intake, standardizes contact details, and gets intake coordinators ready to contact prospects the same day.