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Create intake records and alert account leads from sheet

Create intake records and alert account leads from sheet

Your lead sheet holds new injury inquiries that sit untriaged, delaying intake and first contact. This creates intake records and alerts account leads so outreach happens same day.

Create intake records and alert account leads from sheet

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Overview

When qualifying injury leads sit in a spreadsheet they often go untriaged and intake slows. This flow turns those rows into intake records and pings account leads so outreach happens the same day and handoffs remain clear.

Create intake records and alert account leads from sheet