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Update lead record from intake form and attach files

Update lead record from intake form and attach files

Your intake form responses arrive without matched lead context, so reps often call prospects missing enrollment details. It enriches the lead and links uploads so reps see full context same day.

Update lead record from intake form and attach files

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Overview

Stop reps calling blind — this flow enriches leads from intake forms and attaches the relevant file so outreach happens with full enrollment context. Admissions coordinators and sales reps will see complete profiles same day, reducing follow-up confusion and wasted calls.

Update lead record from intake form and attach files