Create review case records for leads marked for follow-up

Your leads marked for manual review sit untracked, leaving account managers without intake context for triage. Create structured case records so triage and follow-up happen same day.

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Overview

Leads flagged for manual review often end up as one-off notes and fall through the cracks; this flow captures those leads into a single intake table so account managers get context immediately and triage starts same day. It replaces copy-paste handoffs with structured records your ops team can act on.