Create intake lead record and alert intake team
Create intake lead record and alert intake team
Your intake form responses remain untriaged, leaving prospects untracked and intake queues fragmented. Capture submissions into your lead tracker and alert intake coordinators the same day.
Overview
When intake submissions sit untriaged, outreach slows and leads slip away; this flow creates tracked lead rows and posts an intake summary so coordinators see new prospects immediately. That means organized records and same-day follow-up from intake staff.