Create qualified intake records from incoming chat leads
Create qualified intake records from incoming chat leads
Your incoming chat and form leads arrive without qualification or campaign context, delaying intake prioritization. This creates prioritized intake records so coordinators can contact leads same day.
Overview
Unfiltered incoming leads force intake teams to triage manually and let prospects go cold. This flow ensures only qualified or partial leads create intake records, giving coordinators contact-ready context within minutes for same-day outreach.