Create prioritized lead items on your team board
Create prioritized lead items on your team board
Your intake form submissions arrive with messy phones and no urgency flag, leaving coordinators unsure which cases to call first. Get prioritized, contact-ready lead items for reps to action same day.
Overview
Raw intake submissions waste time and let warm prospects cool; this flow fixes that by formatting contact details and applying an AI priority. Your intake coordinators get contact-ready, prioritized lead items to action same day and assign to reps faster.