Send new booking prospect details to intake group
Send new booking prospect details to intake group
Your booking submissions lack structured handoff, so intake must copy details and qualification is delayed. Deliver structured prospect details to intake coordinators for same‑day qualification.
Overview
When bookings arrive without a structured handoff, intake spends time copying notes and sales follow‑up stalls. This sends a structured prospect payload to your intake group instantly so coordinators can qualify and queue CRM entries same day.