Update lead and start intake process in CRM
Update lead and start intake process in CRM
Your intake form submissions lack CRM context, so reps miss registrant background and case details. Submissions update the lead and start a processing record so coordinators can act same day.
Overview
Intake forms should immediately create full lead context and a processing record so coordinators don’t waste time on manual entry. This flow updates or creates the lead, attaches files, and sends confirmations so your team can follow up the same day.