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Create intake task and contact for new consultation

Create intake task and contact for new consultation

Your consultation bookings arrive without a tracked intake, leaving intake staff unable to prioritize new clients. They are routed into your intake board and CRM so coordinators can act same day.

Create intake task and contact for new consultation

Overview

Incoming consultations frequently land without an owner, delaying intake and follow-up. This flow turns each booking into a tracked intake item and CRM contact so intake staff can prioritize and respond the same day.

Create intake task and contact for new consultation