Post qualifying intake submissions to intake team channel
Post qualifying intake submissions to intake team channel
PI intake submissions sometimes miss the tracking sheet, leaving coordinators without case context for follow-up. This posts case details to intake so leads are recorded and actioned same day.
Overview
When PI intake entries fail to reach your tracking sheet, coordinators lack the context needed to follow up quickly and leads stall. This flow delivers qualifying intake details into your intake channel so coordinators can record and action leads the same day.