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Create lead board item from intake form submissions

Create lead board item from intake form submissions

Your intake forms arrive untracked, delaying Medicaid checks and coordinator follow-up. Capturing submissions as leads gives coordinators structured details to start checks same day.

Create lead board item from intake form submissions

Overview

When intake forms land untracked, eligibility checks and outreach get delayed and coordinators waste time chasing context. This captures each submission as a lead, puts structured details in your lead board, and notifies intake staff so eligibility checks begin the same day.

Create lead board item from intake form submissions