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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

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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