Create intake opportunities from completed call leads today
Create intake opportunities from completed call leads today
When inbound call details and recordings aren't logged, your intake team lacks context and follow-ups stall. Capture calls into opportunity records so reps have full contact context and can start outreach same day.
Overview
Inbound calls are your highest-intent leads — but without context they stall in intake. This flow captures call details, recordings, and source attribution and turns them into ready opportunities so intake coordinators and attorneys can follow up the same day.