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Create intake records from social leads for intake team

Create intake records from social leads for intake team

Your social lead submissions often contain merged names and missing contacts, stalling intake and delaying legal triage. Leads become complete intake records for coordinators to action the same day.

Create intake records from social leads for intake team

Overview

When form leads arrive with merged names or missing contacts, intake teams spend time fixing records while prospects go cold. This flow turns raw social leads into complete intake records and notifies coordinators so triage and outreach happen the same day.

Create intake records from social leads for intake team