Log converted intakes to conversion sheet for reporting
Log converted intakes to conversion sheet for reporting
Your converted intakes aren’t logged centrally, leaving coordinators without a single conversion list. Get one consolidated row per converted intake for same-day review.
Overview
When a CRM intake flips to converted, important details often never make it into a central log, slowing follow-up and obscuring case value. This flow writes a consolidated conversion row and surfaces missing contact details within minutes so intake coordinators and the owner can act same day.