Route inbound client inquiry emails into your intake list
Route inbound client inquiry emails into your intake list
Your inquiry emails arrive unstructured, preventing operations staff from triage and ownership. Your team gains ownership and can follow up, keeping the deal pipeline moving same day.
Overview
If inbound client emails sit unstructured in your inbox, operations and sales waste time identifying and assigning leads. This flow captures those emails and creates intake records so your team owns and follows up on new inquiries same day.