Calls, texts, web forms, and DMs land in different places, so nobody sees the full picture.
- What it does
- A workflow review maps where inquiries land today—calls, texts, forms, DMs—so they can be brought into one record.
- Example · simulated
- A web-form lead and a text about the same patio job become one record (simulated).
- Automatic?
- Intake channels are set up with you after discovery. None are connected by default.
- Who approves
- You decide which channels, if any, are brought in.