Update lead status from new form entries and flag duplicates
Update lead status from new form entries and flag duplicates
Your intake form rows create duplicate or untracked leads that obscure status and delay triage. It updates lead records, flags duplicates, and notifies coordinators so items are actionable same day.
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Overview
When intake rows stack up, project coordinators waste time reconciling duplicates and unclear statuses. This flow centralizes lead updates, flags duplicates, and notifies coordinators so submissions are triaged and actionable the same day.