Create referral tracking rows for missing lead IDs
Create referral tracking rows for missing lead IDs
Referral leads often arrive without a lead ID, leaving intake unable to verify records. It logs missing-ID referrals to a central sheet so coordinators can resolve them the same day.
Overview
Referrals that arrive without a lead ID routinely stall intake and create manual rework; this flow captures those events into a shared tracker and flags them for QA. Intake coordinators can then resolve missing identifiers and begin outreach the same day.