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Update intake records from incoming phone and form leads

Update intake records from incoming phone and form leads

Your intake leads from calls and web forms lack linked records, leaving coordinators without context. Links and normalized phone numbers are added so coordinators can act same day.

Update intake records from incoming phone and form leads

Overview

When call and form leads lack linked intake records, coordinators spend time hunting for context and prospects cool off. This flow standardizes phone numbers, links leads to intake records, and writes the intake name back to the lead so your intake team can triage and contact prospects the same day.

Update intake records from incoming phone and form leads