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Create prospect lookup record from new intake task

Create prospect lookup record from new intake task

Your intake tasks lack a central prospect record, leaving staff without contact details or care notes. It adds contact and care fields to a lookup table so outreach and scheduling occur same day.

Create prospect lookup record from new intake task

Overview

Intake tasks should turn into a single, reliable prospect record so coordinators and sales never hunt for contact info. This flow captures prospect contact and care context into a central lookup and filters out internal referrals, enabling same-day outreach and faster scheduling.

Create prospect lookup record from new intake task