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Update lead records with contact and incident date

Update lead records with contact and incident date

Lead records lack incident dates and contact context, leaving intake staff without triage cues. Populate lead fields so coordinators can triage and route cases same day.

Update lead records with contact and incident date

Overview

Incoming leads often lack incident dates and clean contact context, slowing intake triage and routing. This workflow standardizes and writes formatted date, cleaned case type, and jurisdiction/age flags back to the CRM so intake coordinators can triage and route cases same day.

Update lead records with contact and incident date