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Update funnel status from new client form submissions

Update funnel status from new client form submissions

Your new client form submissions sit untriaged in intake, delaying outreach and clogging pipeline visibility. They will be marked as warm and visible to sales reps for same-day follow-up.

Update funnel status from new client form submissions

Overview

When form leads pile up untriaged, outreach slips and pipeline accuracy suffers. This flow turns every new client submission into an updated funnel item so reps get prioritized, outreach-ready leads and can act same day.

Update funnel status from new client form submissions