Create new CRM person from case lead email
Create new CRM person from case lead email
Your case referrals sit untracked in your inbox, delaying intake and leaving consultations unscheduled. Add those referrals to CRM so intake contacts leads and books consults the same day.
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Overview
Inbound referral emails often sit in general inboxes and never reach intake, costing consults and momentum. This flow converts those emails into CRM person records so intake can reach out and book consults the same day, reducing missed opportunities.