Give operations coordinators searchable customer folders at intake

Operations coordinators miss lead intake details, causing handoff gaps and field delays. Create folders and contact summaries so field teams start with complete records.

Overview

Operations coordinators lose critical intake details when new leads aren't logged, creating handoff gaps and field delays. This workflow creates a customer folder and contact summary for every regional lead, giving field teams complete onboarding records and cleaner handoffs so work starts without missing information.

Notable Features

Create customer folder per lead
Generate standardized contact summary file
Notify operations and field teams