Create new lead board item for incoming enquiries
Create new lead board item for incoming enquiries
Your forms, calls, and chats arrive with inconsistent fields and missing context, making intake slow. Leads become intake items for practice managers to triage same day.
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Overview
When web forms, calls, and chats flow in from multiple channels, intake details get scattered and bookings slip. Turn each conversion into a structured intake item and immediate message so practice managers can triage and confirm appointments same day.