Create intake opportunities from form entries for intake team
Create intake opportunities from form entries for intake team
Your case-evaluation form submissions often sit unprocessed, delaying outreach and losing client interest. They are routed to your intake opportunity queue for immediate triage and same-day outreach.
Overview
Unrouted case-evaluation submissions slow follow-up and waste lead momentum. This flow posts each submission into your intake opportunity queue instantly so coordinators can triage and begin outreach the same day.