Create project intake and send messaging confirmation today
Create project intake and send messaging confirmation today
When web leads arrive without an intake record, your project team lacks context and scheduling stalls. It creates a standardized intake item and sends contact confirmation so triage happens same day.
Overview
Incoming web leads often live in chat threads or raw payloads and leave project managers without the context needed to act. This flow captures each lead into your project intake board and sends an immediate messaging confirmation so coordinators can start triage and scheduling within minutes.