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Create project lead and attach intake note for triage

Create project lead and attach intake note for triage

Your project intake leads arrive without contact context, causing delayed triage and missed scheduling. The flow records each lead and attaches intake details so coordinators can act same day.

Create project lead and attach intake note for triage

Overview

Intake leads often lack the context coordinators need, which slows triage and scheduling. This flow captures each lead as a contact and attaches the intake note so coordinators can triage and schedule same day, reducing handoff delays.

Create project lead and attach intake note for triage