Create intake records from SMS requests for clients
Create intake records from SMS requests for clients
Inbound SMS and voicemail about cancellations go untracked, delaying callbacks and losing prospects. Capture each inquiry as an intake record so coordinators can follow up same day.
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Overview
When SMS and voicemail inquiries pile up, you miss timely callbacks and prospective clients slip away. This flow captures every qualifying message into an intake base so your intake coordinator or owner can prioritize and respond same day, keeping more leads active.