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Create new lead item in project intake board

Create new lead item in project intake board

Your inbound requests arrive without structured context, leaving intake records incomplete and scoping delayed. Capture each request as a rich lead record so intake coordinators can act the same day.

Create new lead item in project intake board

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Overview

Inbound requests often arrive as fragmented form payloads, which slows intake and delays scoping; this flow turns those payloads into structured lead items and alerts your intake coordinators. That gives you consistent context for each request and enables same-day triage and follow-up readiness.

Create new lead item in project intake board